Sullivan & McLaughlin Companies 401(k) match, vesting and fees

Plan year 2025 filingSullivan & Mclaughlin Companies, Inc. 401(k) Profit Sharing Plan · Plan 002 · EIN 04-2454131Updated Oct 2026

What Sullivan & McLaughlin Companies' 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $595K in employer contributions, about $3,941 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$206,687
Average account balance
170
Participants (end of year)
$31.2M
Plan assets (end of year)
0.20%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperFidelity Investments InstitutionalSchedule C ↗
Independent auditorCitrin Cooperman & Company LLP (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2025 medians for 1,392 defined-contribution plans in construction with 100 to 499 participants.

Sullivan & McLaughlin Companies: employer contribution per participant$3,941
Peer median$2,501
Sullivan & McLaughlin Companies: average balance$206,687
Peer median$71,471
Sullivan & McLaughlin Companies: admin expenses ÷ assets0.20%
Peer median0.39%

Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.

Plan history

Plan assets went from $18M at the end of plan year 2021 to $31.2M at the end of plan year 2025.

$18M2021$16.2M2022$20.4M2023$23.9M2024$31.2M2025
End-of-year figures from each plan year's Form 5500 filing for the Sullivan & McLaughlin Companies plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
2025170$31.2M$595K$3,9410.20%Not publishedForm 5500 ↗
2024154$23.9M$546K$4,0460.22%Not publishedForm 5500 ↗
2023148$20.4M$531K$4,0520.24%Not publishedForm 5500 ↗
2022148$16.2M$482K$3,7680.24%Not publishedForm 5500 ↗
2021135$18M$450K$3,8130.25%Not publishedForm 5500 ↗

Common questions

Does Sullivan & McLaughlin Companies match 401(k) contributions?

The match terms for the Sullivan & Mclaughlin Companies, Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $595K in employer contributions, about $3,941 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Sullivan & McLaughlin Companies 401(k) match vested?

The vesting schedule for the Sullivan & Mclaughlin Companies, Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Sullivan & McLaughlin Companies 401(k)?

The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Sullivan & Mclaughlin Companies, Inc..

I left Sullivan & McLaughlin Companies. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Sullivan & Mclaughlin Companies, Inc., (617) 474-0500) or the recordkeeper, Fidelity Investments Institutional. The Sullivan & McLaughlin Companies old 401(k) page lists the contacts from every plan filing. Find an old Sullivan & McLaughlin Companies 401(k)

Data from the public Form 5500 annual reports Sullivan & McLaughlin Companies filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Sullivan & McLaughlin Companies. Not financial advice. Report a correction · Methodology