How big is Tully&Holland,Inc.'s plan?

Tully&Holland,Inc.'s plan reported $3.7M in assets and 3 participants for 2025.

Original filing (PDF)20260424151026NAL0003244291001

Tully&Holland,Inc.

Name: Tully&Holland,Inc. — Tully & Holland, Inc. Incentive, Form 5500 (2025)
Creator: Tully&Holland,Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tully & Holland, Inc. Incentive Savings Plan

401(k) retirement plan · Tully&Holland,Inc.'s Tully & Holland, Inc. Incentive Savings Plan held $3.7M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan identifiers

Tully&Holland,Inc.'s EIN is 04-3143520.

EIN 04-3143520

Plan number 002

Plan year 2025

ACK ID 20260424151026NAL0003244291001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Tully&Holland,Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Tully&Holland,Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TULLY&HOLLAND,INC..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

TULLY&HOLLAND,INC.

EIN

all filings

Address

501 BOYLSTON ST 10TH FL · BOSTON, MA · 021163720

Phone

(781) 239-2900

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator