Tulis, Miller & Company LLP 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Tulis, Miller & Company LLP
  • Sponsor EIN: 260574816
  • Sponsor Address: 101 FEDERAL STREET SUITE 1900, BOSTON, MA, 021101861
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $1.5M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$1.5M$51,484$64,500
20234$1.3M$51,390$63,215
20226$1.7M$59,564$59,350

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