# Sullivan Environmental Services INC. 401(k) Plan
Source: https://planprovider.pro/companies/sullivan-environmental-services-inc-401k-plan

> Sullivan Environmental Services INC.'s 401(k) plan: 1,635 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sullivan Environmental Services INC.

- **Sponsor EIN:** 760484079

- **Sponsor Address:** P.O.BOX 17017, GALVESTON, TX, 77552

- **Plan Type:** 401(k)

- **Total Participants:** 1,635

- **Total Assets:** $41.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,635|$41.4M|$2.5M|$6.6M|

| 2023|1,250|$29.3M|$2.1M|$5.5M|

| 2022|1,044|$17.8M|$1.6M|$4.2M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$86,217|—|$86,217|

| USCA RIA LLC|ADVISOR|$85,396|—|$85,396|

| STRATEGIC ADVISORS, INC.|ADVISOR|$14,027|—|$14,027|

| CREATIVE PLANNING LLC|ADVISOR|$9,186|—|$9,186|

| ABIP, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [ABIP, PC](https://planprovider.pro/provider/abip-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $194,826

- **Estimated Expense Ratio:** 0.470% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$194,827|$108,610|—|—|—|

| 2023|$133,206|$73,664|—|—|—|

| 2022|$100,868|$7,619|—|—|—|

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