Plan Ledger DOL Form 5500 · updated monthly

Robert W. Sullivan, Inc.401(k)

ROBERT W. SULLIVAN, INC. 401(K) PROFIT SHARING PLAN · BOSTON, MA · plan year 2022

Reported admin expense ratio · 2022
0.16%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Robert W. Sullivan, Inc. reported $20,390 in plan administrative expenses for 2022: 0.16% of average plan assets, below the peer median. Employer contributions averaged $1,950 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Massachusetts (1,792nd of 2,726), and 7,602nd of 11,654 in professional & technical services. In 2022, employees put in $4.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,316,985
Participants with balances93
Active participants82
Employer contributions$159,906
Employee contributions$694,431
Employer contribution per active participant$1,950
Average account balance$121,688
Benefits paid to participants$904,739
Plan auditUnmodified (clean) audit opinion
AuditorSULLIVAN & BILLE, P.C.
The Robert W. Sullivan, Inc. 401(k) match · 2022
Employer contribution per active participant$1,950
Median for plans this size$2,266

Robert W. Sullivan, Inc.'s 2022 employer contribution ran below the $2,266 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$20,390 · 0.16%
Similar plansProfessional & Technical Services · Massachusetts
Tsd Rental, LLC MA$11.5M · 0.34%
Gpmf Holdings Inc MA$11.5M · 0.27%
Bicycle Therapeutics Inc MA$11.4M · 0.19%
Inkhouse MA$11.4M · 0.19%
Vicarious Surgical Inc. MA$11.3M · 0.30%
Solid Biosciences Inc MA$11.1M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042212249 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.