# Sullivan University System, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sullivan-university-system-inc-610596564-501

> Sullivan University System, INC.'s 401(k) plan: 375 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sullivan University System, INC.

- **Sponsor EIN:** 610596564

- **Sponsor Address:** 3101 BARDSTOWN ROAD, LOUISVILLE, KY, 40205

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

- **Plan Number:** 501

- **Total Participants:** 375

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|375|$0|$0|$0|

| 2023|440|$0|$0|$0|

| 2022|389|$0|$0|$0|

## 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|

| MCGREGOR & ASSOCIATES, INC.|Other Service Provider|$10,020|—|$10,020|

| BENEFIT MARKETING SOLUTIONS, LLC|Other Service Provider|$6,626|—|$6,626|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $16,646

### 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Scott County Board Of Education](https://planprovider.pro/companies/scott-county-board-of-education-616001282-501) — 2,135 participants

- [Association Of Independent Kentucky Colleges And Universities](https://planprovider.pro/companies/association-of-independent-kentucky-colleges-and-universities-403b-plan-333) — 1,301 participants

- [Education And Training Resources, LLC](https://planprovider.pro/companies/education-and-training-resources-llc-611242482-501) — 877 participants

- [Education & Training Resources](https://planprovider.pro/companies/foxmar-inc-d-b-a-education-and-401k-plan) — 854 participants

- [Berea College](https://planprovider.pro/companies/berea-college-610444650-510) — 798 participants

- [Christian Academy School System](https://planprovider.pro/companies/christian-academy-school-system-403b-plan) — 796 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sullivan-university-system-inc-610596564-501)

© 2026 PlanProvider.Pro