Plan Snapshot
- Plan Sponsor: Tully & Associates, Ltd.
- Sponsor EIN: 363240317
- Sponsor Address: 33 N DEARBORN ST SUITE 2450, CHICAGO, IL, 60602
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 11
- Total Assets: $5.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 11 | $5.5M | $0 | $0 |
| 2024 | 10 | $5.0M | $67,543 | $127,680 |
| 2023 | 10 | $4.1M | $65,547 | $126,080 |
| 2022 | 11 | $3.6M | $52,417 | $107,888 |