How big is Sullivan, Workman & DEE, LLP's plan?

Sullivan, Workman & DEE, LLP's plan reported $2.7M in assets and 10 participants for 2024.

Original filing (PDF)20251014182854NAL0007148274001

Sullivan, Workman & DEE, LLP

Name: Sullivan, Workman & DEE, LLP — Sullivan, Workman &, Form 5500 (2024)
Creator: Sullivan, Workman & DEE, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sullivan, Workman & DEE, LLP 401(k) Profit Sharing Plan

Defined-contribution retirement plan · Sullivan, Workman & DEE, LLP's Sullivan, Workman & DEE, LLP 401(k) Profit Sharing Plan held $2.7M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Sullivan, Workman & DEE, LLP's EIN is 95-3945907.

EIN 95-3945907

Plan number 001

Plan year 2024

ACK ID 20251014182854NAL0007148274001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sullivan, Workman & DEE, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sullivan, Workman & DEE, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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