How big is Sullivan Financial Group LLC's plan?

Sullivan Financial Group LLC's plan reported $710K in assets and 6 participants for 2024.

Original filing (PDF)20250609115906NAL0041454050001

Sullivan Financial Group LLC

Name: Sullivan Financial Group LLC — Sullivan Financial, Form 5500 (2024)
Creator: Sullivan Financial Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sullivan Financial Group LLC 401(k) Plan

401(k) retirement plan · Sullivan Financial Group LLC's Sullivan Financial Group LLC 401(k) Plan held $710K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$710K

Net assets (EOY)

$710K

People on this filing

Stephen Sullivan signed Sullivan Financial Group LLC's 2024 Form 5500 as plan administrator.

Stephen Sullivan — 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 Financial Group LLC's EIN is 45-4803630.

EIN 45-4803630

Plan number 001

Plan year 2024

ACK ID 20250609115906NAL0041454050001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sullivan Financial Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sullivan Financial Group LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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

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).

Plan sponsor

Name

SULLIVAN FINANCIAL GROUP LLC

EIN

all filings

Address

567 BROADWAY · WESTWOOD, NJ · 07675

Phone

(201) 497-3334

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator