· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
D.A. SULLIVAN & SONS, INC. — D. A. SULLIVAN & SONS, INC. PROFIT-SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250602132317NAL0017418416001
D.A. SULLIVAN & SONS, INC.
Form 5500-SF
FILING_RECEIVED
D. A. SULLIVAN & SONS, INC. PROFIT-SHARING PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
15
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
D.A. SULLIVAN & SONS, INC.
.
Find decision makers
Plan sponsor
Name
D.A. SULLIVAN & SONS, INC.
EIN
04-1880820
Address
82-84 NORTH STREET · NORTHAMPTON, MA · 01060
Phone
(413) 584-0310
Industry
Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Construction plans
MCARDLE GRADING CO.
MGC 401(K) PLAN
$5.2M · 78 participants
G. DONOVAN ASSOCIATES, INC.
G. DONOVAN ASSOCIATES, INC. RETIREMENT SAVINGS PLAN
$5.2M · 27 participants
DEB CONSTRUCTION, LLC
DEB CONSTRUCTION, LLC 401(K) PROFIT SHARING PLAN 002
$5.2M · 7 participants
B.H. CRAIG CONSTRUCTION COMPANY, INC.
B.H. CRAIG CONSTRUCTION COMPANY, INC. 401(K) AND PROFIT SHARING PLAN FOR SALARIED EMPLOYEES
$5.2M · 17 participants
THE BOBBITT GROUP, INC.
THE BOBBITT GROUP, INC. 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$5.2M · 122 participants
SCHEPERS BROTHERS CO., INC.
SCHEPERS BROTHERS CO. INC. 401(K) RETIREMENT PLAN
$5.1M · 37 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
