Original filing (PDF)20251120070724NAL0005091409001

Sullivan and Schlieman Wealth Management

Name: Sullivan and Schlieman Wealth Management — Form 5500 Plan 001 (2024)
Creator: Sullivan and Schlieman Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sullivan and Schlieman Wealth Management 401(k) Plan

401(k) retirement plan · Sullivan and Schlieman Wealth Management's Sullivan and Schlieman Wealth Management 401(k) Plan filed a Form 5500 for plan year 2024.

Signals · 1

Late filing · 48.1 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Sullivan and Schlieman Wealth Management's EIN is 26-2774503.

EIN 26-2774503

Plan number 001

Plan year 2024

ACK ID 20251120070724NAL0005091409001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sullivan and Schlieman Wealth Management'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 AND SCHLIEMAN WEALTH MANAGEMENT.

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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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off