P 401(k) Plan Report

Stable plan record

SULLIVAN & SCHLIEMAN WEALTH MANAGEMENT 401(K) PLAN

Sponsored by SULLIVAN & SCHLIEMAN WEALTH MANAGEMENT, LLC · EIN/PN 262774503-003

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$12,292
Administrative cost per participant
2025
$1,343
Active participants
2025
12
Total plan assets
2025
$4,049,808
Participant loans as a share of assets
2025
0.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260323133724NAL000134454500112$12,292
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.