Sullivan Financial

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

556

Total plan assets

$25.1M

Filings (rows)

Direct comp

$115K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Lorensen Enterprises Inc. Lorensen Enterprises Inc. 401(k) PSP & Trust · all filings	WESTBROOK, CT	Advisor / Consultant	186	$8.7M	$28K	$0
Lorensen Enterprises Inc. Lorensen Enterprises Inc. 401(k) PSP & Trust · all filings	WESTBROOK, CT	Advisor / Consultant	191	$8.7M	$59K	$0
Lorensen Enterprises Inc. Lorensen Enterprises Inc. 401(k) PSP & Trust · all filings	WESTBROOK, CT	Advisor / Consultant	179	$7.7M	$28K	$0