Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
206 SULLIVAN, LLC
EIN 20-2966164Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
7
206 S SULLIVAN ST. - SANTA ANA, CA 92704714-836-4696
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 7 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
206 SULLIVAN, LLC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.5M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
206 SULLIVAN, LLC PROFIT SHARING PLAN
ProfitSharing
Assets$178K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | 206 SULLIVAN, LLC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.5M | 2 | 2024 | |
| 002 | 206 SULLIVAN, LLC PROFIT SHARING PLAN | ProfitSharing | $178K | 5 | 2024 |
Retirement plans