How big is Sullivan Stolier Schulze, LC's plan?

Sullivan Stolier Schulze, LC's plan reported $7.8M in assets and 18 participants for 2024.

Original filing (PDF)20250922130052NAL0004751873001

Sullivan Stolier Schulze, LC

Name: Sullivan Stolier Schulze, LC — Sullivan Stolier, Form 5500 (2024)
Creator: Sullivan Stolier Schulze, LC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sullivan Stolier Schulze, LC Profit Sharing Plan

401(k) retirement plan · Sullivan Stolier Schulze, LC's Sullivan Stolier Schulze, LC Profit Sharing Plan held $7.8M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.8M

Net assets (EOY)

$7.8M

People on this filing

Michael Schulze signed Sullivan Stolier Schulze, LC's 2024 Form 5500 as plan administrator.

Michael Schulze — 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

Sullivan Stolier Schulze, LC's EIN is 27-3132424.

EIN 27-3132424

Plan number 001

Plan year 2024

ACK ID 20250922130052NAL0004751873001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sullivan Stolier Schulze, LC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sullivan Stolier Schulze, LC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SULLIVAN STOLIER SCHULZE, LC.

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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

Helping the score