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SULLIVAN INVESTMENT CO., INC. — 859 US EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251007165914NAL0008334752001
SULLIVAN INVESTMENT CO., INC.
Form 5500
FILING_RECEIVED
859 US EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
100% in single holding
100% employer stock
No recordkeeper disclosed
Active participants
1,235
Accounts w/ balance
1,305
Plan assets (EOY)
$11.3M
Net assets (EOY)
-$50.0M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SULLIVAN INVESTMENT CO., INC.
.
Find decision makers
Plan sponsor
Name
SULLIVAN INVESTMENT CO., INC.
EIN
04-2682840
Address
41 ACCORD PARK DRIVE · NORWELL, MA · 02061
Phone
(781) 982-1550
Industry
Wholesale Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2P · Leveraged ESOP
2Q · S-corporation ESOP
Audit & trust (Schedule H)
Auditor
WITHUM
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
1 direct security
· $11.3M
(100% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
Sullivan Investment Co., Inc. Common Stock
—
—
$64.9M
$11.3M
100.0%
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100
Knocking points off
Top holding "Sullivan Investment Co., Inc. Common Stock" is 100% of plan.
100% of plan in employer / sponsor stock.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
MIDWEST WHEEL COMPANIES, INC.
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