How big is Charles Walker Sullivan, III's plan?

Charles Walker Sullivan, III's plan reported $524K in assets and 4 participants for 2024.

Original filing (PDF)20250528131510NAL0004403379001

Charles Walker Sullivan, III

Name: Charles Walker Sullivan, III — Charles Walker, Form 5500 (2024)
Creator: Charles Walker Sullivan, III
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charles Walker Sullivan, III 401(k) Profit Sharing Plan

401(k) retirement plan · Charles Walker Sullivan, III's Charles Walker Sullivan, III 401(k) Profit Sharing Plan held $524K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$524K

Net assets (EOY)

$524K

Plan identifiers

Charles Walker Sullivan, III's EIN is 58-1815464.

EIN 58-1815464

Plan number 002

Plan year 2024

ACK ID 20250528131510NAL0004403379001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charles Walker Sullivan, III from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charles Walker Sullivan, III's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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