Plan Snapshot
- Plan Sponsor: Tullys Good Times Family INC.
- Sponsor EIN: 203455133
- Sponsor Address: 1 TECHNOLOGY PLACE, EAST SYRACUSE, NY, 13057
- Plan Type: 401(k)
- Total Participants: 538
- Total Assets: $3.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 538 | $3.8M | $127,182 | $518,921 |
| 2023 | 518 | $3.1M | $119,307 | $457,442 |
| 2022 | 407 | $2.4M | $102,411 | $430,898 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $31,362 | — | $31,362 |
| CARSWELL INVESTMENTS, LLC | INVESTMENT/FINANCIAL ADVI | $12,943 | — | $12,943 |
| BOWERS & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- BOWERS & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,305
- Estimated Expense Ratio: 1.161% of plan assets
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 | $44,306 | $39,755 | — | — | — |
| 2023 | $39,010 | $10,256 | — | — | — |
| 2022 | $38,256 | — | — | — | — |