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Original filing (PDF)20250207153122NAL0007035795001
J.B. SULLIVAN, INC.
Form 5500
FILING_RECEIVED
J.B. SULLIVAN, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
6 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J.B. SULLIVAN, INC..
Plan sponsor
Name
J.B. SULLIVAN, INC.
EIN
36-2868676
Address
PO BOX 387 · SAVANNA, IL · 61074
Phone
(815) 273-4511
Industry
Supermarkets & Other Grocery Stores· Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-03-31
Filed
2025-02-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEELE CAPITAL MANAGEMENT, INC. | 42-1460565 | — | NONE | $8K | — |
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $2K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
6 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| STRATEGIC ROADMAP AGGRESSIVE FUND MATRIX TRUST COMPANY · EIN 75-3182674 / PN 267 | Common Collective Trust | $0 | — |
| STRATEGIC ROADMAP BALANCED FUND MATRIX TRUST COMPANY · EIN 75-3182674 / PN 268 | Common Collective Trust | $0 | — |
| STRATEGIC ROADMAP CONSERVATIVE FUND MATRIX TRUST COMPANY · EIN 75-3182674 / PN 269 | Common Collective Trust | $0 | — |
| STRATEGIC ROADMAP GROWTH FUND MATRIX TRUST COMPANY · EIN 75-3182674 / PN 270 | Common Collective Trust | $0 | — |
| STRATEGIC ROADMAP MODERATE FUND MATRIX TRUST COMPANY · EIN 75-3182674 / PN 271 | Common Collective Trust | $0 | — |
| GALLIARD STABLE RETURN FUND C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | $0 | — |
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