Department of Labor filing

SULLIVAN & MCLAUGHLIN COMPANIES, INC.

SULLIVAN & MCLAUGHLIN COMPANIES, INC. 401(K) PROFIT SHARING PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Sep 26, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

64filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support
$4,370

Reported employer contributions per active participant.

Higher than about 83% of comparable plans
#People in the filing
125

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$329 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 18% of comparable plans
Investment performance
Not available

Plan assets changed 17.0%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202464out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions83rd percentileTypical peer $1,990 · based on 1,102 comparable plans
Lower reported administrative expense18th percentileTypical peer $185 · based on 1,120 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, SULLIVAN & MCLAUGHLIN COMPANIES, INC. reported $546,206 in employer contributions across the plan and 125 active participants. That works out to $4,370 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy81%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 9.6%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 6.6%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context64/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$546,206
Participant contributions
$1,247,511
Other contributions
$436,368
Employer share of reported contributions
30.5%
Beginning assets
$20,423,585
Ending assets
$23,889,902
Ending net assets
$23,889,902
Ending liabilities
$0
Total income
$4,809,699
Total expenses
$1,343,382
Administrative expenses
$48,698
Participant loans
$172,231

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$3,986
2023
$4,460
2024
$4,370
Plan-paid administrative expenses per participant
2022
$309
2023
$297
2024
$329
Active participants
2022
121
2023
119
2024
125
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$4,37012523.9M20250926090937NAL0013528114001
2023$4,46011920.4M20241015112855NAL0057229170001
2022$3,98612116.2M20231013154429NAL0022274451001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
0.7%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
042454131-002

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 2007
Industry
Construction
Amended filing
Yes
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2A2E2F2G2J2K2T3H3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL2024Not reportedunknown

Current plan terms

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Filing ACK_ID20250926090937NAL0013528114001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗