How big is Neil S. Sullivan Associates, Ltd.'s plan?

Neil S. Sullivan Associates, Ltd.'s plan reported $1.6M in assets and 7 participants for 2025.

Original filing (PDF)20260410095948NAL0008089939001

Neil S. Sullivan Associates, Ltd.

Name: Neil S. Sullivan Associates, Ltd. — Neil S. Sullivan, Form 5500 (2025)
Creator: Neil S. Sullivan Associates, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Neil S. Sullivan Associates 401(k) Plan

401(k) retirement plan · Neil S. Sullivan Associates, Ltd.'s Neil S. Sullivan Associates 401(k) Plan held $1.6M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Kathleen Hoppes signed Neil S. Sullivan Associates, Ltd.'s 2025 Form 5500 as plan administrator.

Kathleen Hoppes — 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

Neil S. Sullivan Associates, Ltd.'s EIN is 22-1760973.

EIN 22-1760973

Plan number 002

Plan year 2025

ACK ID 20260410095948NAL0008089939001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Neil S. Sullivan Associates, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Neil S. Sullivan Associates, Ltd.'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 NEIL S. SULLIVAN ASSOCIATES, LTD..

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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

Knocking points off