How big is James V. Osullivan's plan?

James V. Osullivan's plan reported $3.4M in assets and 1 participants for 2024.

Original filing (PDF)20250630095140NAL0006535875001

James V. Osullivan

Name: James V. Osullivan — James V. O'SULlivan 401(k), Form 5500 (2024)
Creator: James V. Osullivan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James V. O'SULlivan 401(k) Profit Sharing Plan

401(k) retirement plan · James V. Osullivan's James V. O'SULlivan 401(k) Profit Sharing Plan held $3.4M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

James V. Osullivan's EIN is 05-0416975.

EIN 05-0416975

Plan number 001

Plan year 2024

ACK ID 20250630095140NAL0006535875001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James V. Osullivan from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James V. Osullivan's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES V. OSULLIVAN.

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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 (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

JAMES V. OSULLIVAN

EIN

all filings

Address

24 BEACH PARK AVENUE · WARWICK, RI · 02886

Phone

(401) 739-4680

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator