Sullivan Investment Co., Inc.Profit-sharing plan
SULLIVAN COMPANIES RETIREMENT TRUST · NORWELL, MA · plan year 2025
Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works
Sullivan Investment Co., Inc. reported $436,427 in plan administrative expenses for 2025: 0.40% of average plan assets, higher than ~90% of peers. Employer contributions averaged $718 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.
Across the 3 years on file its reported administrative ratio rose from 0.16% to 0.40%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other retail trade employers. By assets it is the 398th-largest of 2,726 plans among Massachusetts employers on file, and the 333rd of 5,215 in retail trade. In 2025, employees put in $6.61 for every $1.00 the employer contributed; active participation has grown from 1,148 to 1,323 since 2022.
Sullivan Investment Co., Inc.'s 2025 employer contribution ran below the $4,093 median for plans its size, in the bottom quarter of its peers. 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.
Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 042682840 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.