Michael Sullivan & Associates 401(k) Profit Sharing Plan
Sponsored by Michael Sullivan & Associates · EIN 460904871 · Plan #001
- Total assets
- $16.7M
- Net assets
- $16.7M
- Active participants
- 244
- With balances
- 301
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lion Street Advisors | Investment advisory (plan), Direct payment from the plan | $44,032 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $43,855 |
| Cetera Retirement Plan Specialists | Contract administrator, Direct payment from the plan, Other services | $6,625 |
| Morningstar Investment Mgmt, Llc | Investment advisory (participants), Consulting fees | $0 |