Original filing (PDF)20250219113004NAL0003414227001

CLARE L. SULLIVAN & ASSOCIATES, INC.

Name: CLARE L. SULLIVAN & ASSOCIATES, INC. — SULLIVAN GROUP 401(K) PLAN, Form 5500 (2024)
Creator: CLARE L. SULLIVAN & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

SULLIVAN GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$224K

Net assets (EOY)

$224K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLARE L. SULLIVAN & ASSOCIATES, INC..

Plan sponsor

Name

CLARE L. SULLIVAN & ASSOCIATES, INC.

EIN

76-0297211all filings

Address

4545 S. PINEMONT DR. · HOUSTON, TX · 770419307

Phone

(832) 200-1010

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator