Back to filter
Original filing (PDF)20250721124834NAL0003790418002
LANC & TULLY ENGINEERING AND SURVEYING, PC
Form 5500-SF
FILING_RECEIVED
LANC & TULLY ENGINEERING & SURVEYING, PC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
34
Accounts w/ balance
34
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LANC & TULLY ENGINEERING AND SURVEYING, PC.
Plan sponsor
Name
LANC & TULLY ENGINEERING AND SURVEYING, PC
EIN
14-1663117
Address
P.O. BOX 687 · GOSHEN, NY · 10924
Phone
(845) 294-3700
Industry
Engineering Services· Professional & Technical Servicessee all
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
2025-07-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2G · Total participant-directed accounts
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Engineering Services plans
KRAMER GEHLEN & ASSOCIATES, INC.
KRAMER GEHLEN & ASSOCIATES, INC. 401(K) SAVINGS PLAN
$8.0M · 15 participants
WORTECH CORPORATION
WORTECH CORPORATION RETIREMENT PLAN
$8.0M · 21 participants
PARKIA, INC.
PARKIA, INC. CASH BALANCE PLAN
$8.0M · 16 participants
ELEN CONSULTING INC
ELEN CONSULTING INC 401K SAVINGS PLAN
$8.0M · 26 participants
NEXUS ENGINEERING GROUP, INC.
NEXUS ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$8.0M · 187 participants
K.R. SALINE & ASSOCIATES, PLC
SALINE & ASSOCIATES 401K PLAN
$8.0M · 19 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B