Original filing (PDF)20250709124404NAL0005688289001

SULLIVAN, BLEAKLEY & COMPANY, LL

Name: SULLIVAN, BLEAKLEY & COMPANY, LL — SULLIVAN, BLEAKLEY & COMPANY, LLP EMPLOYEES PROFIT SHARING PLA, Form 5500 (2024)
Creator: SULLIVAN, BLEAKLEY & COMPANY, LL

Form 5500-SF

FILING_RECEIVED

SULLIVAN, BLEAKLEY & COMPANY, LLP EMPLOYEES PROFIT SHARING PLA

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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, BLEAKLEY & COMPANY, LL.

Plan sponsor

Name

SULLIVAN, BLEAKLEY & COMPANY, LL

EIN

23-2323790

Address

910 DARBY ROAD · SUITE 100 · HAVERTOWN, PA · 19083

Phone

(610) 565-8810

Industry

CPA Offices· Professional & Technical 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

2025-07-09

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 CPA Offices plans

PATRICK SCHEUFLER, AN ACCOUNTANCY CORPORATION

PATRICK SCHEUFLER ACCOUNTANCY 401(K) PLAN

$4.3M · 16 participants

JACQUES M. LEVY & CO., LLP

JACQUES M. LEVY & CO., LLP 401(K) RETIREMENT PLAN

$4.3M · 8 participants

AUERR, ZAJAC & ASSOCIATES, LLP

AUERR, ZAJAC & ASSOCIATES, LLP 401(K) PLAN

$4.3M · 11 participants

STOKES, VISCA, HUCKO & BARONE CPAS, LLC

STOKES, VISCA, HUCKO & BARONE CPAS, LLC 401K PLAN

$4.3M · 16 participants

NEUSCHATZ, NEUSCHATZ, HERMAN & HANKE, LLP