Joseph Zaccheo signed Sullivan Investment Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sullivan Investment Co., Inc.'s EIN is 04-2682840.
Download the official 2024 Form 5500 (PDF) for Sullivan Investment Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sullivan Investment Co., Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORD-KEEPER | $344K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | INVESTMENT ADVISOR | $45K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard US Growth Fund Adm Sh - | Mutual Funds | — | — | $17.0M | 16.5% | |
| American Funds Washington Mutual Inv Fund R6 - | Mutual Funds | — | — | $7.0M | 6.8% | |
| Columbia Balanced Instl - | Other securities | — | — | $4.8M | 4.7% | |
| BlackRock iShares S&P 500 Index Fund Svc - | Common Collective Trusts | — | — | $4.5M | 4.4% | |
| American Funds Target 2035 Fund R6 - | Mutual Funds | — | — | $3.9M | 3.8% | |
| Vanguard Money Market - | Mutual Funds | — | — | $3.6M | 3.5% | |
| American Funds New Perspective R6 - | Mutual Funds | — | — | $3.5M | 3.4% | |
| American Funds Target 2045 Fund R6 - | Mutual Funds | — | — | $3.3M | 3.2% | |
| American Funds Target 2055 Fund R6 - | Mutual Funds | — | — | $3.1M | 3.0% | |
| Franklin DynaTech Advisor Fund - | Mutual Funds | — | — | $3.0M | 2.9% | |
| PGIM Total Return Bond A - | Other securities | — | — | $2.6M | 2.6% | |
| American Funds Target 2030 Fund R6 - | Mutual Funds | — | — | $2.6M | 2.5% | |
| BlackRock iShares S&P 500 Index Fund Inst | Common Collective Trusts | — | $1.8M | $2.5M | 2.5% | |
| American Funds U.S. Gov Sec R6 - | Mutual Funds | — | — | $2.4M | 2.3% | |
| PIMCO Income Fund Inst - | Mutual Funds | — | — | $2.3M | 2.2% | |
| Loomis Sayles Inv Grade Bond A - | Other securities | — | — | $2.1M | 2.1% | |
| PIMCO Income Fund Inst | Mutual Funds | — | $2.1M | $2.0M | 1.9% | |
| American Funds Target 2025 Fund R6 - | Mutual Funds | — | — | $2.0M | 1.9% | |
| Notes receivable from Interest rates (5.25% - 10.50%), with maturities - | Bonds / Notes | — | — | $1.9M | 1.9% | |
| American Funds Target 2050 Fund R6 - | Mutual Funds | — | — | $1.9M | 1.9% | |
| BlackRock iShares US Aggte Bond Index K - | Other securities | — | — | $1.9M | 1.8% | |
| BlackRock iShares US Aggte Bond Index K | Other securities | — | $1.8M | $1.8M | 1.7% | |
| American Funds Target 2040 Fund R6 - | Mutual Funds | — | — | $1.8M | 1.7% | |
| MFS International Growth Fund A - | Mutual Funds | — | — | $1.5M | 1.5% | |
| Columbia Dividend Income Instl | Other securities | — | $1.7M | $1.5M | 1.5% | |
| PGIM ShortTerm Corp Bond A - | Common Stocks | — | — | $1.5M | 1.4% | |
| Columbia Dividend Income Instl - | Other securities | — | — | $1.5M | 1.4% | |
| American Funds Target 2065 Fund R6 - | Mutual Funds | — | — | $1.4M | 1.4% | |
| First Eagle Global Fund R6 | Other securities | — | $1.1M | $1.3M | 1.3% | |
| Party Value (d) Cost** (e) Current Value Loomis Core Plus Bond Fund Y | Other securities | — | $1.3M | $1.2M | 1.2% | |
| BlackRock MSCI EAFE Intl Idx K - | Common Collective Trusts | — | — | $1.2M | 1.1% | |
| T Rowe Price Dividend Growth | Mutual Funds | — | $779K | $1.1M | 1.0% | |
| American Funds Target 2020 Fund R6 - | Mutual Funds | — | — | $882K | 0.9% | |
| American Funds New World R5E | Mutual Funds | — | $755K | $866K | 0.8% | |
| American Funds New World Fund R6 - | Mutual Funds | — | — | $827K | 0.8% | |
| American Funds Target 2060 Fund R6 - | Mutual Funds | — | — | $813K | 0.8% | |
| Franklin DynaTech Advisor Fund | Mutual Funds | — | $472K | $768K | 0.7% | |
| BlackRock iShares Russell 2000 SC Idx K - | Common Collective Trusts | — | — | $735K | 0.7% | |
| BlackRock iShares Russell Mid Cap Idx K - | Common Collective Trusts | — | — | $660K | 0.6% | |
| BlackRock iShares Russell 2000 SC Idx K | Common Collective Trusts | — | $600K | $629K | 0.6% | |
| BlackRock iShares MSCI EAFE Intl Idx K | Common Collective Trusts | — | $516K | $562K | 0.5% | |
| Allspring Special Mid Cap Value A - | Other securities | — | — | $519K | 0.5% | |
| PIMCO International Bond USD Hedged Inst | Mutual Funds | — | $499K | $473K | 0.5% | |
| Eagle Mid Cap Growth I - | Other securities | — | — | $345K | 0.3% | |
| Allspring Spc Mid Cap Value A | Other securities | — | $311K | $302K | 0.3% | |
| MFS International Growth R3 | Mutual Funds | — | $259K | $291K | 0.3% | |
| First Eagle Global Fund R6 - | Other securities | — | — | $203K | 0.2% | |
| JPMorgan US Govt Money Market Cap Cl - | Cash / Money Market | — | — | $184K | 0.2% | |
| Victory Sycamore Small Company Opportunity R - | Common Stocks | — | — | $143K | 0.1% | |
| American Funds New World R5E - | Mutual Funds | — | — | $25K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SUILLIVAN TIRE | 04-2682840 | — | RETAINED BY EMPLOYER | $21K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | RETAINED BY EMPLOYER | $13K | — |
