# Tully & Associates, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/tully-associates-ltd-401k-plan

> Tully & Associates, Ltd.'s 401(k) plan: 10 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **Total Participants:** 10

- **Total Assets:** $5.0M

## 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.|

| 2024|10|$5.0M|$67,543|$127,680|

| 2023|10|$4.1M|$65,547|$126,080|

| 2022|11|$3.6M|$52,417|$107,888|

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