· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
TULLY&HOLLAND,INC. — TULLY & HOLLAND, INC. INCENTIVE SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250407143125NAL0018573169001
TULLY&HOLLAND,INC.
Form 5500-SF
FILING_RECEIVED
TULLY & HOLLAND, INC. INCENTIVE SAVINGS PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
4
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
TULLY&HOLLAND,INC.
.
Find decision makers
Plan sponsor
Name
TULLY&HOLLAND,INC.
EIN
04-3143520
Address
535 BOYLSTON ST 7TH FL · BOSTON, MA · 021163720
Phone
(781) 239-2900
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
NATIONAL TIRE DISTRIBUTORS, LLC
NATIONAL TIRE DISTRIBUTORS, LLC 401(K) PLAN
$3.1M · 14 participants
CANADIAN MEDIA SALES, INC.
CANADIAN MEDIA SALES, INC. 401(K) PLAN
$3.1M · 6 participants
PARALLAX, LLC
PARALLAX, LLC DEFINED BENEFIT PLAN
$3.1M · 2 participants
THE CHAMBER OF COMMERCE OF ST. JOSEPH COUNTY
THE CHAMBER OF COMMERCE OF ST. JOSEPH COUNTY RETIREMENT SAVINGS PLAN
$3.1M · 11 participants
BLAZETECH CORPORATION
BLAZETECH CORPORATION 401(K) PROFIT SHARING PLAN & TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.1M · 3 participants
BRAD CECIL AND ASSOCIATES, INC.
BCA 401(K) SAVINGS PLAN
$3.1M · 36 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
