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  2. SULLIVAN'S ENTERPRISES, INC.
Sponsor portfolio

SULLIVAN'S ENTERPRISES, INC.

EIN 81-0903079-Administrative and Support and Waste Management and Remediation Services-Latest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
50
15085 SW OPAL DRIVE - BEAVERTON, OR 97007503-866-7337LinkedIn11-50 employees
Plans on this EIN
2 filings
#001401k-$1.5M - 26 part#002CashBalance-$693K - 24 part

Retirement portfolio analytics

2 plans aggregated / $2.2M assets / 50 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • PROFIT SHARING PLAN (#001)69%
  • CASH BALANCE PLAN (#002)31%
Total $2.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)26
  • CASH BALANCE PLAN (#002)24
Total 50Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SULLIVAN 401(K) PROFIT SHARING PLAN

401k

Assets$1.5M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SULLIVAN'S ENTERPRISES CASH BALANCE PLAN

CashBalance

Assets$693K
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SULLIVAN 401(K) PROFIT SHARING PLAN401k$1.5M262024
002SULLIVAN'S ENTERPRISES CASH BALANCE PLANCashBalance$693K242024
Retirement plans
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