How big is Sullivan Group Financial LLC's plan?

Sullivan Group Financial LLC's plan reported $1K in assets and 11 participants for 2024.

Original filing (PDF)20250429093602NAL0000472912001

Sullivan Group Financial LLC

Name: Sullivan Group Financial LLC — Sullivan Group, Form 5500 (2024)
Creator: Sullivan Group Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sullivan Group Financial LLC GCF Benefit Plan

Health & welfare plan · Sullivan Group Financial LLC's Sullivan Group Financial LLC GCF Benefit Plan held $1K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1K

Net assets (EOY)

$503

People on this filing

Morgan Law signed Sullivan Group Financial LLC's 2024 Form 5500 as plan administrator.

Morgan Law — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sullivan Group Financial LLC's EIN is 20-0276565.

EIN 20-0276565

Plan number 501

Plan year 2024

ACK ID 20250429093602NAL0000472912001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sullivan Group Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sullivan Group Financial LLC's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score