SULLIVAN INSURANCE GROUP, INC. 401(K) PROFIT SHARING PLAN

[ EIN: 04-2464638 | Plan No. 002 ]

SULLIVAN INSURANCE GROUP, INC. 401(K) PROFIT SHARING PLAN is reported on Form 5500 as a 401(k) plan sponsored by SULLIVAN INSURANCE GROUP, INC.. For the 2024 plan year, the plan had 48 participants and total assets of $9,590,983.

401(k) plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: SULLIVAN INSURANCE GROUP, INC.

Location: 1 MERCANTILE STREET, SUITE 710, WORCESTER, MA 01608

EIN: 042464638

Plan Number: 002

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 48

Total Assets: $9,590,983

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