· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SULLIVAN STOLIER SCHULZE, LC — SULLIVAN STOLIER SCHULZE, LC PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250922130052NAL0004751873001
SULLIVAN STOLIER SCHULZE, LC
Form 5500-SF
FILING_RECEIVED
SULLIVAN STOLIER SCHULZE, LC PROFIT SHARING PLAN
401(k) retirement plan
Active participants
18
Accounts w/ balance
28
Plan assets (EOY)
$7.8M
Net assets (EOY)
$7.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SULLIVAN STOLIER SCHULZE, LC
.
Find decision makers
Plan sponsor
Name
SULLIVAN STOLIER SCHULZE, LC
EIN
27-3132424
Address
909 POYDRAS STREET · SUITE 2600 · NEW ORLEANS, LA · 701124000
Phone
(504) 561-1044
Industry
Law Offices
· Professional & Technical Services
see 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
2025-09-22
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
ALEXANDER & VANN LLP
ALEXANDER & VANN RETIREMENT PLAN
$7.8M · 22 participants
LEAV & STEINBERG, LLP
LEAV & STEINBERG, LLP 401(K) PROFIT SHARING PLAN
$7.8M · 22 participants
PRINGLE QUINN ANZANO, P.C.
PRINGLE QUINN ANZANO, P.C. 401(K) PROFIT SHARING PLAN
$7.8M · 18 participants
DUNGAN & LEFEVRE CO. LPA
DUNGAN & LEFEVRE CO. LPA PROFIT SHARING/401(K) PLAN
$7.8M · 17 participants
SHERR PUTTMANN AKINS LAMB PC
SHERR PUTTMANN AKINS LAMB PC 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$7.8M · 16 participants
O'ROURKE, HOGAN, FOWLER & DWYER, LLC
O'ROURKE, HOGAN, FOWLER & DWYER, LLC PROFIT SHARING PLAN
$7.8M · 9 participants
Large plans in Louisiana
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER
$6.5B
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORP RETIREMENT PLANS MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST
$4.4B
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants
