· 2022–2024 · DOL EFAST2

CHARLES WALKER SULLIVAN, III — CHARLES WALKER SULLIVAN, III 401K PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20250528131510NAL0004403379001

CHARLES WALKER SULLIVAN, III

Form 5500-SF

FILING_RECEIVED

CHARLES WALKER SULLIVAN, III 401K PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

4

Accounts w/ balance

4

Plan assets (EOY)

$524K

Net assets (EOY)

$524K

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

86

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

CHARLES WALKER SULLIVAN, III

EIN

58-1815464all filings

Address

2859 PACES FERRY RD. · SUITE 1200 · ATLANTA, GA · 30339

Phone

(770) 612-4677

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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