Sullivan Investment Co., Inc. 401(k) Plan: Login, Facts & Contact Information

Sullivan Investment Co., Inc. 401(k) Plan Facts

Plan name
SULLIVAN COMPANIES RETIREMENT TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SULLIVAN INVESTMENT CO., INC.
Participants
1,664 (1,331 active employees)
Former employees with a balance
353
Plan assets
$102,929,268 at Dec 31, 2024
Average account balance
$61,857 across 1,664 accounts
Employer contributions
$1,098,355 in plan year 2024 (15% of all contributions)
Recordkeeper
John Hancock
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jun 1, 1971
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 29, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $7.20 million went into the plan in contributions, $1.10 million of it from the employer (15%).
  • $11.4 million was paid out to participants.
  • Investment and other income added $14.1 million.
  • Administrative expenses were $444,099, about $267 per account.

How the Sullivan Investment Co., Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,372$78.9 million$1.13 million$4.05 million
20201,397$91.1 million$754,719$6.09 million
20211,555$99.1 million$1.11 million$7.87 million
20221,448$79.2 million$1.20 million$7.11 million
20231,594$93.5 million$1.01 million$7.66 million
20241,664$102.9 million$1.10 million$11.4 million

Sullivan Investment Co., Inc. 401(k) Contact Information

Phone
781-982-1550
Mailing address
41 ACCORD PARK DRIVE, NORWELL MA 020611614
Plan sponsor
SULLIVAN INVESTMENT CO., INC.
Employer identification number (EIN)
04-2682840
Plan number
001

Questions about the Sullivan Investment Co., Inc. 401(k)

Does Sullivan Investment Co., Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.10 million, 15% of all contributions.

Does the Sullivan Investment Co., Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Sullivan Investment Co., Inc 401(k) plan?

1,664 participants at the start of plan year 2024, 1,331 of them active employees, and 353 former employees who still had money in the plan.

What is the average 401(k) balance at Sullivan Investment Co., Inc?

About $61,857 per account: $102.9 million in plan assets across 1,664 accounts with a balance at the end of plan year 2024.

Who manages the Sullivan Investment Co., Inc 401(k) accounts?

John Hancock is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Sullivan Investment Co., Inc. How do I access my 401(k)?

Your account stays with John Hancock after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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