How big is Polatty & Sullivan's plan?

Polatty & Sullivan's plan reported $2.0M in assets and 4 participants for 2024.

Original filing (PDF)20251015113020NAL0008979762001

Polatty & Sullivan

Name: Polatty & Sullivan — Form 5500 (2024)
Creator: Polatty & Sullivan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Polatty & Sullivan

Defined-contribution retirement plan · Polatty & Sullivan held $2.0M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Robert Polatty signed Polatty & Sullivan's 2024 Form 5500 as plan administrator.

Robert Polatty — 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

Polatty & Sullivan's EIN is 58-1157275.

EIN 58-1157275

Plan number 001

Plan year 2024

ACK ID 20251015113020NAL0008979762001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Polatty & Sullivan's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, 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 POLATTY & SULLIVAN.

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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 average account balance (92nd percentile).

Plan sponsor

Name

POLATTY & SULLIVAN

EIN

all filings

Address

965 CANTON ST · ROSWELL, GA · 300753612

Phone

(770) 992-3480

Industry

Law Offices· Professional & Technical Services

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

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

2E · Profit-sharing

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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