Sullivan Companies Retirement Trust
Sponsored by Sullivan Investment Co., Inc. · EIN 042682840 · Plan #001
- Total assets
- $103M
- Net assets
- $103M
- Active participants
- 1,331
- With balances
- 1,664
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $343,605 |
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Investment management fees (indirect), Shareholder servicing fees | $45,000 |
| Suillivan Tire | Employee (plan sponsor) | $21,026 |
| Withumsmith+Brown, Pc | Investment advisory (plan) | $13,198 |