Original filing (PDF)20250529110513NAL0004784435001

LISA SULLIVAN, M.D., S.C.

Name: LISA SULLIVAN, M.D., S.C. — LISA SULLIVAN, M.D., S.C. 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LISA SULLIVAN, M.D., S.C.

Form 5500-SF

FILING_RECEIVED

LISA SULLIVAN, M.D., S.C. 401K PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$966K

Net assets (EOY)

$966K

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LISA SULLIVAN, M.D., S.C..

Plan sponsor

Name

LISA SULLIVAN, M.D., S.C.

EIN

26-2967867

Address

19818 CYPRESS BRIDGE DR. · ODESSA, FL · 33556

Phone

(847) 805-8088

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