How big is Sullivan Management, LLC's plan?

Sullivan Management, LLC's plan reported $406K in assets and 48 participants for 2024.

Original filing (PDF)20251010160016NAL0004770483001

Sullivan Management, LLC

Name: Sullivan Management, LLC — Carolina ALE House 401(k), Form 5500 (2024)
Creator: Sullivan Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carolina ALE House 401(k) Plan

401(k) retirement plan · Sullivan Management, LLC's Carolina ALE House 401(k) Plan held $406K in plan assets for 48 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$406K

Net assets (EOY)

$406K

Plan identifiers

Sullivan Management, LLC's EIN is 20-5308908.

EIN 20-5308908

Plan number 001

Plan year 2024

ACK ID 20251010160016NAL0004770483001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sullivan Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off