How big is Sullivan & Schlieman Wealth Management, LLC's plan?

Sullivan & Schlieman Wealth Management, LLC's plan reported $955K in assets and 9 participants for 2024.

Original filing (PDF)20250709071003NAL0004527937001

Sullivan & Schlieman Wealth Management, LLC

Name: Sullivan & Schlieman Wealth Management, LLC — Form 5500 Plan 002 (2024)
Creator: Sullivan & Schlieman Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sullivan & Schlieman Wealth Management Cash Balance Plan

Defined-benefit pension plan · Sullivan & Schlieman Wealth Management, LLC's Sullivan & Schlieman Wealth Management Cash Balance Plan held $955K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$955K

Net assets (EOY)

$955K

Plan identifiers

Sullivan & Schlieman Wealth Management, LLC's EIN is 26-2774503.

EIN 26-2774503

Plan number 002

Plan year 2024

ACK ID 20250709071003NAL0004527937001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sullivan & Schlieman Wealth Management, LLC's plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score