How big is Sullivan & Associates Ltd.'s plan?

Sullivan & Associates Ltd.'s plan reported $1.5M in assets and 6 participants for 2025.

Original filing (PDF)20260213112526NAL0001436291001

Sullivan & Associates Ltd.

Name: Sullivan & Associates Ltd. — Sullivan & Associates, Form 5500 (2025)
Creator: Sullivan & Associates Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sullivan & Associates Ltd. 401(k)

401(k) retirement plan · Sullivan & Associates Ltd.'s Sullivan & Associates Ltd. 401(k) held $1.5M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Sullivan & Associates Ltd.'s EIN is 46-1883196.

EIN 46-1883196

Plan number 001

Plan year 2025

ACK ID 20260213112526NAL0001436291001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sullivan & Associates Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sullivan & Associates Ltd.'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 & ASSOCIATES LTD.

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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