How big is Tully Construction Co., Inc.'s plan?

Tully Construction Co., Inc.'s plan reported $53.9M in assets and 845 participants for 2024.

Original filing (PDF)20251014141419NAL0002991217001

Tully Construction Co., Inc.

Name: Tully Construction Co., Inc. — Tully Group Employee, Form 5500 (2024)
Creator: Tully Construction Co., Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Tully Group Employee Savings and Protection Plan

401(k) retirement plan · Tully Construction Co., Inc.'s Tully Group Employee Savings and Protection Plan held $53.9M in plan assets for 845 participants in 2024, with PCS Retirement, LLC as recordkeeper.

Active participants

845

Accounts w/ balance

1,139

Plan assets (EOY)

$53.9M

Net assets (EOY)

$53.9M

People on this filing

Kelly Durante signed Tully Construction Co., Inc.'s 2024 Form 5500 as plan administrator.

Kelly Durante — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Tully Construction Co., Inc.'s EIN is 11-2493726.

EIN 11-2493726

Plan number 001

Plan year 2024

ACK ID 20251014141419NAL0002991217001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tully Construction Co., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tully Construction Co., Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 CONSTRUCTION CO., INC..

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How this plan invests

This plan

67 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (10th percentile).

Plan sponsor

Name

TULLY CONSTRUCTION CO., INC.

EIN

all filings

Address

127-50 NORTHERN BLVD. · FLUSHING, NY · 11368

Phone

(718) 446-7000

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PCS RETIREMENT, LLC	46-4091337	—	RECORDKEEPER	$324K	—

Investments

67 direct securities· $52.7M(98% of reported assets)

Mutual Funds

$41.3M

49 holdings

Common Collective Trusts

$5.5M

7 holdings

Stable Value

$4.1M

2 holdings

Other securities

$1.1M

8 holdings

Participant loans

$694K

1 holding

					% of plan
DFA US Large Company I	Mutual Funds	—	—	$5.9M	11.0%
DFA US Large Cap Growth Instl	Mutual Funds	—	—	$4.9M	9.1%
Morley Stable Value Class - 25 I	Stable Value	—	—	$3.9M	7.2%
AM / OBS DFA/EFS Flagship, Profile 3	Common Collective Trusts	—	—	$3.0M	5.5%
Dimensional 2050 Target Dt Rtr Inc Instl	Mutual Funds	—	—	$2.8M	5.2%
DFA US Vector Equity I	Mutual Funds	—	—	$2.5M	4.5%
American Funds 2050 Trgt Date Retire R6	Mutual Funds	—	—	$1.9M	3.6%
DFA US Core Equity 1 I	Mutual Funds	—	—	$1.6M	2.9%
DFA International Core Equity I	Mutual Funds	—	—	$1.5M	2.9%
Dimensional 2040 Target Dt Rtr Inc Instl	Mutual Funds	—	—	$1.5M	2.8%
American Funds 2030 Trgt Date Retire R6	Mutual Funds	—	—	$1.5M	2.8%
Dimensional 2030 Target Dt Rtr Inc Instl	Mutual Funds	—	—	$1.4M	2.5%
DFA US Core Equity 2 I	Mutual Funds	—	—	$1.4M	2.5%
DFA Diversified Fixed Income Instl	Mutual Funds	—	—	$1.3M	2.5%
DFA Global Allocation 60/40 I	Mutual Funds	—	—	$1.3M	2.5%
MFS Value R6	Mutual Funds	—	—	$1.1M	2.0%
American Funds 2040 Trgt Date Retire R6	Mutual Funds	—	—	$1.0M	1.9%
American Funds 2060 Trgt Date Retire R6	Mutual Funds	—	—	$1.0M	1.9%
JPMorgan Large Cap Growth R6	Other securities	—	—	$997K	1.9%
American Funds 2025 Trgt Date Retire R6	Mutual Funds	—	—	$994K	1.8%
AM / OBS DFA/EFS Flagship, Profile 6	Common Collective Trusts	—	—	$990K	1.8%
AM / OBS DFA/EFS Flagship, Profile 5	Common Collective Trusts	—	—	$827K	1.5%
Dimensional 2045 Target Dt Rtr Inc Instl	Mutual Funds	—	—	$798K	1.5%
American Funds 2035 Trgt Date Retire R6	Mutual Funds	—	—	$796K	1.5%
Participant loans	Participant loans	—	—	$694K	1.3%
American Funds 2045 Trgt Date Retire R6	Mutual Funds	—	—	$635K	1.2%
DFA US Small Cap I	Mutual Funds	—	—	$600K	1.1%
Dimensional 2035 Target Dt Rtr Inc Instl	Mutual Funds	—	—	$578K	1.1%
American Funds 2055 Trgt Date Retire R6	Mutual Funds	—	—	$505K	0.9%
Dimensional 2055 Target Dt Rtr Inc Instl	Mutual Funds	—	—	$478K	0.9%
Dimensional 2060 Target Dt Rtr Inc Instl	Mutual Funds	—	—	$474K	0.9%
DFA US Small Cap Growth Instl	Mutual Funds	—	—	$356K	0.7%
AM / OBS DFA/EFS Flagship, Profile 4	Common Collective Trusts	—	—	$312K	0.6%
American Funds 2020 Trgt Date Retire R6	Mutual Funds	—	—	$295K	0.5%
DFA US Small Cap Value I	Mutual Funds	—	—	$293K	0.5%
Dimensional 2020 Target Dt Rtr Inc Instl	Mutual Funds	—	—	$290K	0.5%
Vanguard 500 Index Admiral	Common Collective Trusts	—	—	$257K	0.5%
DFA International Large Cap Growth	Mutual Funds	—	—	$248K	0.5%
AM / OBS DFA/EFS Flagship, Profile 1	Common Collective Trusts	—	—	$208K	0.4%
Morley Stable Value Class - 25 I	Stable Value	—	—	$192K	0.4%
Dimensional 2025 Target Dt Rtr Inc Instl	Mutual Funds	—	—	$175K	0.3%
DFA International Value I	Mutual Funds	—	—	$153K	0.3%
DFA Emerging Markets Small Cap I	Mutual Funds	—	—	$134K	0.2%
DFA Emerging Markets I	Mutual Funds	—	—	$131K	0.2%
Fidelity Small Cap Index	Mutual Funds	—	—	$127K	0.2%
DFA Real Estate Securities I	Mutual Funds	—	—	$99K	0.2%
Vanguard Total Intl Stock Index Admiral	Mutual Funds	—	—	$83K	0.2%
Dimensional 2015 Target Dt Rtr Inc Instl	Mutual Funds	—	—	$81K	0.1%
Vanguard Total Bond Market Index Adm	Mutual Funds	—	—	$76K	0.1%
American Funds 2065 Trgt Date Retire R6	Mutual Funds	—	—	$67K	0.1%