# Tully Rinckey PLLC 401(k) Plan
Source: https://planprovider.pro/companies/tully-rinckey-pllc-401k-plan

> Tully Rinckey PLLC's 401(k) plan: 71 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tully Rinckey PLLC

- **Sponsor EIN:** 202053454

- **Sponsor Address:** 1203 TROY SCHENECTADY RD, LATHAM, NY, 12110

- **Plan Type:** 401(k)

- **Total Participants:** 71

- **Total Assets:** $8.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|71|$8.3M|$241,958|$477,615|

| 2023|67|$7.1M|$213,246|$435,029|

| 2022|64|$5.8M|$199,759|$417,740|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| TEAL, BECKER & CHIARAMONTE CPAS PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TEAL, BECKER & CHIARAMONTE CPAS PC](https://planprovider.pro/provider/teal-becker-and-chiaramonte-cpas-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$55,126|$36,692|—|—|—|

| 2023|$42,962|$29,343|—|—|—|

| 2022|$50,006|—|—|—|—|

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