Original filing (PDF)20250603131902NAL0018409744001

SULLIVAN, MCGIBBONS, CRICKARD & ASSOCIATES LLP

Name: SULLIVAN, MCGIBBONS, CRICKARD & ASSOCIATES LLP — SULLIVAN, MCGIBBONS, CRICKARD & ASSOCIATES LLP 401(K) PLAN, Form 5500 (2024)
Creator: SULLIVAN, MCGIBBONS, CRICKARD & ASSOCIATES LLP

Form 5500-SF

FILING_RECEIVED

SULLIVAN, MCGIBBONS, CRICKARD & ASSOCIATES LLP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SULLIVAN, MCGIBBONS, CRICKARD & ASSOCIATES LLP.

Plan sponsor

Name

SULLIVAN, MCGIBBONS, CRICKARD & ASSOCIATES LLP

EIN

47-5290879

Address

12230 EL CAMINO REAL, STE. 130 · SAN DIEGO, CA · 92130

Phone

(858) 792-1190

Industry

Law Offices· Professional & Technical Servicessee 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

2025-06-03

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

3D · Pre-approved plan (master / prototype / VS)

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

ABDELLA & SISE

ABDELLA & SISE 401(K) PLAN

$2.7M · 7 participants

MULHOLLAND MINION DAVEY MCNIFF &

MULHOLLAND MINION DAVEY MCNIFF & BEYRER 401(K) PLAN

$2.7M · 35 participants

LERNER & HOLMES PC

LERNER & HOLMES, PC 401(K) PLAN

$2.7M · 7 participants

BAER & TIMBERLAKE, P.C.

BAER & TIMBERLAKE, P.C. 401(K) PROFIT SHARING PLAN

$2.7M · 29 participants

COPELAND, STAIR, VALZ & LOVELL, LLP

COPELAND, STAIR, VALZ & LOVELL, LLP ASSOCIATES 401(K) PLAN