Original filing (PDF)20250609115906NAL0041454050001

SULLIVAN FINANCIAL GROUP LLC

Name: SULLIVAN FINANCIAL GROUP LLC — SULLIVAN FINANCIAL GROUP LLC 401(K) PLAN, Form 5500 (2024)
Creator: SULLIVAN FINANCIAL GROUP LLC

Form 5500-SF

FILING_RECEIVED

SULLIVAN FINANCIAL GROUP LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$710K

Net assets (EOY)

$710K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

SULLIVAN FINANCIAL GROUP LLC

EIN

45-4803630all filings

Address

567 BROADWAY · WESTWOOD, NJ · 07675

Phone

(201) 497-3334

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