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

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
LORENSEN ENTERPRISES INC. LORENSEN ENTERPRISES INC. 401(K) PSP & TRUST	WESTBROOK, CT	Advisor / Consultant ADVISOR	186	$8.7M	$28K
LORENSEN ENTERPRISES INC. LORENSEN ENTERPRISES INC. 401(K) PSP & TRUST	WESTBROOK, CT	Advisor / Consultant ADVISOR	191	$8.7M	$59K
LORENSEN ENTERPRISES INC.