Robert W. Sullivan, Inc.'s EIN is 04-2212249.
Download the official 2022 Form 5500 (PDF) for Robert W. Sullivan, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Robert W. Sullivan, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEPOINT FINANCIAL, INC. | — | LYNNFIELD, MA | INVESTMENT ADVISORY | $20K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
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