Katherine Bauer signed Sullivan Environmental Services Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sullivan Environmental Services Inc.'s EIN is 76-0484079.
Download the official 2024 Form 5500 (PDF) for Sullivan Environmental Services Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sullivan Environmental Services Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $86K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USCA RIA LLC | 61-1687272 | — | ADVISOR | $85K | — |
| STRATEGIC ADVISORS, INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FREEDOM 2045 K6 Mutual Fund | Mutual Funds | — | — | $4.4M | 10.6% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $4.1M | 9.8% | |
| FID FREEDOM 2040 K6 Mutual Fund | Mutual Funds | — | — | $3.8M | 9.3% | |
| FID FREEDOM 2050 K6 Mutual Fund | Mutual Funds | — | — | $3.5M | 8.5% | |
| FID FREEDOM 2030 K6 Mutual Fund | Mutual Funds | — | — | $3.3M | 7.9% | |
| FID FREEDOM 2035 K6 Mutual Fund | Mutual Funds | — | — | $3.1M | 7.5% | |
| FID BLUE CHIP GR K6 Mutual Fund | Mutual Funds | — | — | $2.9M | 7.0% | |
| FID FREEDOM 2055 K6 Mutual Fund | Mutual Funds | — | — | $2.6M | 6.3% | |
| FID FREEDOM 2025 K6 Mutual Fund | Mutual Funds | — | — | $1.7M | 4.0% | |
| FID GOVT MMKT K6 Interest Bearing Cash | Mutual Funds | — | — | $1.6M | 3.9% | |
| FID FREEDOM 2060 K6 Mutual Fund | Mutual Funds | — | — | $1.5M | 3.6% | |
| FID FREEDOM 2070 K6 Mutual Fund ** 391 * Notes receivable from participants Participant Loans*** - | Mutual Funds | — | — | $1.3M | 3.2% | |
| FID FREEDOM 2020 K6 Mutual Fund | Mutual Funds | — | — | $908K | 2.2% | |
| BNYM DYNAMIC VAL I Mutual Fund | Other securities | — | — | $790K | 1.9% | |
| FID FREEDOM 2065 K6 Mutual Fund | Mutual Funds | — | — | $732K | 1.8% | |
| MFS INTL DIVRSN R6 Mutual Fund | Mutual Funds | — | — | $553K | 1.3% | |
| MFS MID CAP GRTH R6 Mutual Fund | Mutual Funds | — | — | $486K | 1.2% | |
| FID TOTAL BOND K6 Mutual Fund | Mutual Funds | — | — | $463K | 1.1% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $458K | 1.1% | |
| FID MID CAP IDX Mutual Fund | Common Collective Trusts | — | — | $413K | 1.0% | |
| FID FREEDOM 2015 K6 Mutual Fund | Mutual Funds | — | — | $404K | 1.0% | |
| DFA EMERGING MKTS I Mutual Fund | Mutual Funds | — | — | $399K | 1.0% | |
| DFA US SM CAP VALUE Mutual Fund | Mutual Funds | — | — | $393K | 0.9% | |
| J H GROWTH & INC N Mutual Fund | Common Stocks | — | — | $281K | 0.7% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $236K | 0.6% | |
| DFA US VECTOR EQ I Mutual Fund | Mutual Funds | — | — | $232K | 0.6% | |
| FID GLB EX US IDX Mutual Fund | Common Collective Trusts | — | — | $217K | 0.5% | |
| FID INTL CAP APPR K6 Mutual Fund | Mutual Funds | — | — | $210K | 0.5% | |
| J H TRITON N Mutual Fund | Other securities | — | — | $149K | 0.4% | |
| DFA INF PRT SEC PORT Mutual Fund | Mutual Funds | — | — | $117K | 0.3% | |
| CS COMMOD RETURN IS Mutual Fund | Other securities | — | — | $79K | 0.2% | |
| FID FREEDOM 2010 K6 Mutual Fund | Mutual Funds | — | — | $37K | <0.1% | |
| FID FREEDOM INC K6 Mutual Fund | Mutual Funds | — | — | $7K | <0.1% | |
| PIF DVRSD REAL AST I Mutual Fund | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $14K |
| — |
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $9K | — |
