How big is Sullivan and Folan, LLC's plan?

Sullivan and Folan, LLC's plan reported $7.4M in assets and 9 participants for 2025.

Original filing (PDF)20260520142811NAL0001952977001

Sullivan and Folan, LLC

Name: Sullivan and Folan, LLC — Sullivan and Folan, LLC, Form 5500 (2025)
Creator: Sullivan and Folan, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sullivan and Folan, LLC 401(k) Plan

401(k) retirement plan · Sullivan and Folan, LLC's Sullivan and Folan, LLC 401(k) Plan held $7.4M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.4M

Net assets (EOY)

$7.4M

Plan identifiers

Sullivan and Folan, LLC's EIN is 04-3252952.

EIN 04-3252952

Plan number 001

Plan year 2025

ACK ID 20260520142811NAL0001952977001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sullivan and Folan, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sullivan and Folan, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SULLIVAN AND FOLAN, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

SULLIVAN AND FOLAN, LLC

EIN

all filings

Address

325 WOOD RD, SUITE 105 · BRAINTREE, MA · 02184

Phone

(781) 849-6060

Industry

CPA Offices· Professional & Technical Services

Plan administrator