Original filing (PDF)20251010160016NAL0004770483001

SULLIVAN MANAGEMENT, LLC

Name: SULLIVAN MANAGEMENT, LLC — CAROLINA ALE HOUSE 401(K) PLAN, Form 5500 (2024)
Creator: SULLIVAN MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

CAROLINA ALE HOUSE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$406K

Net assets (EOY)

$406K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SULLIVAN MANAGEMENT, LLC.

Plan sponsor

Name

SULLIVAN MANAGEMENT, LLC

EIN

20-5308908

Address

2030 DEVINE STREET · SUITE 201 · COLUMBIA, SC · 29205

Phone

(803) 227-0148

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Accommodation & Food Services plans

FOR IMPACT, LLC

FOR IMPACT RETIREMENT PLAN

$406K · 135 participants

CH HANGARI, INC.

CH HANGARI, INC. RETIREMENT PLAN

$407K · 16 participants

MARKANTONIS RESTAURANT GROUP DBA

MARKANTONIS RESTAURANT GROUP 401(K) PLAN

$406K · 82 participants

B & K GRILL, INC

B & K GRILL, INC 401(K) PLAN

$406K · 20 participants

THE BREW KETTLE PRODUCTION WORKS

THE BREW KETTLE 401(K) PLAN

$407K · 45 participants