Robert Jones signed Sullivan's Administrative Managers, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sullivan's Administrative Managers, LLC's EIN is 58-2519444.
Download the official 2024 Form 5500 (PDF) for Sullivan's Administrative Managers, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sullivan's Administrative Managers, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $84K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DABBS HICKMAN HILL & CANNON LLP | 58-1137570 | — | AUDITOR | $18K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Transamerica | Other securities | — | — | $894K | 9.3% | |
| Transamerica | Other securities | — | — | $799K | 8.3% | |
| STATE STREET S&P 500 INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 102 | Pooled Separate Account | — | — | $799K | 8.3% | |
| FIDELITY VIP II CONTRAFUND INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 192 | Pooled Separate Account | — | — | $689K | 7.2% | |
| Transamerica | Other securities | — | — | $688K | 7.2% | |
| TRANSAMERICA LG 2025 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 049 | Pooled Separate Account | — | — | $605K | 6.3% | |
| TRANSAMERICA LG 2030 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 111 | Pooled Separate Account | — | — | $542K | 5.7% | |
| Transamerica | Other securities | — | — | $466K | 4.9% | |
| MORGAN STANLEY GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 166 | Pooled Separate Account | — | — | $466K | 4.9% | |
| TRANSAMERICA LG 2045 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 051 | Pooled Separate Account | — | — | $439K | 4.6% | |
| TRANSAMERICA LG 2040 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 112 | Pooled Separate Account | — | — | $433K | 4.5% | |
| Transamerica | Other securities | — | — | $388K | 4.1% | |
| NEUBERGER BERMAN GENESIS INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 180 | Pooled Separate Account | — | — | $388K | 4.1% | |
| Transamerica | Other securities | — | — | $362K | 3.8% | |
| DELAWARE IVY SCIENCE & TECH INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 082 | Pooled Separate Account | — | — | $362K | 3.8% | |
| Transamerica | Other securities | — | — | $355K | 3.7% | |
| T. ROWE PRICE MID-CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 437 | Pooled Separate Account | — | — | $355K | 3.7% | |
| Transamerica | Other securities | — | — | $322K | 3.4% | |
| JANUS HENDERSON RESEARCH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 148 | Pooled Separate Account | — | — | $322K | 3.4% | |
| TRANSAMERICA LG 2055 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 505 | Pooled Separate Account | — | — | $319K | 3.3% | |
| Transamerica | Other securities | — | — | $295K | 3.1% | |
| WMC DISCIPLINED US GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 101 | Pooled Separate Account | — | — | $295K | 3.1% | |
| Transamerica | Other securities | — | — | $288K | 3.0% | |
| MORGAN STANLEY GR OPP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 167 | Pooled Separate Account | — | — | $288K | 3.0% | |
| Transamerica | Other securities | — | — | $242K | 2.5% | |
| INVESCO INTL GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 195 | Pooled Separate Account | — | — | $242K | 2.5% | |
| WMC CORE EQ RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 168 | Pooled Separate Account | — | — | $226K | 2.4% | |
| Transamerica | Other securities | — | — | $225K | 2.4% | |
| TRANSAMERICA LG 2060 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 612 | Pooled Separate Account | — | — | $225K | 2.4% | |
| Transamerica | Other securities | — | — | $221K | 2.3% | |
| NUVEEN REAL ESTATE SEC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 075 | Pooled Separate Account | — | — | $221K | 2.3% | |
| TRANSAMERICA LG 2035 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 050 | Pooled Separate Account | — | — | $213K | 2.2% | |
| TRANSAMERICA PTNR MD VAL RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 427 | Pooled Separate Account | — | — | $207K | 2.2% | |
| Transamerica | Other securities | — | — | $173K | 1.8% | |
| INVESCO GLBL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 216 | Pooled Separate Account | — | — | $173K | 1.8% | |
| Participant loans | Participant loans | — | — | $129K | 1.4% | |
| TRANSAMERICA LG 2050 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 113 | Pooled Separate Account | — | — | $114K | 1.2% | |
| Transamerica | Other securities | — | — | $111K | 1.2% | |
| AEGON BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 119 | Pooled Separate Account | — | — | $111K | 1.2% | |
| TRANSAMERICA HI YIELD BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 103 | Pooled Separate Account | — | — | $108K | 1.1% | |
| Transamerica | Other securities | — | — | $103K | 1.1% | |
| AEGON BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 100 | Pooled Separate Account | — | — | $103K | 1.1% | |
| TRANSAMERICA LG D BLACKROCK OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 047 | Pooled Separate Account | — | — | $100K | 1.0% | |
| Transamerica | Other securities | — | — | $94K | 1.0% | |
| FRANKLIN MTL QUEST INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 186 | Pooled Separate Account | — | — | $94K | 1.0% | |
| Transamerica | Other securities | — | — | $73K | 0.8% | |
| INVESCO CHARTER RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 438 | Pooled Separate Account | — | — | $73K | 0.8% | |
| Transamerica | Other securities | — | — | $15K | 0.2% | |
| JPMORGAN GOVT SECURITIES RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 158 | Pooled Separate Account | — | — | $15K | 0.2% | |
| Transamerica | Other securities | — | — | $11K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
