Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SULLIVAN & SULLIVAN AUCTIONEERS, LLC
EIN 20-8696877real estateLatest filing 2024
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
9
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M assets / 9 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#002
SULLIVAN & SULLIVAN DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SULLIVAN & SULLIVAN AUCTIONEERS LLC 401(K)PLAN
401k
Assets$1.9M
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 | |
|---|---|---|---|---|---|---|
| 002 | SULLIVAN & SULLIVAN DEFINED BENEFIT PLAN | TraditionalDB | $2.4M | 4 | 2024 | |
| 001 | SULLIVAN & SULLIVAN AUCTIONEERS LLC 401(K)PLAN | 401k | $1.9M | 5 | 2024 |
Retirement plans