Original filing (PDF)20240205154358NAL0057280994001

HARVEY & TULLY, PC CERTIFIED PUBLIC ACCOUNTANTS

Name: HARVEY & TULLY, PC CERTIFIED PUBLIC ACCOUNTANTS — HARVEY & TULLY 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: HARVEY & TULLY, PC CERTIFIED PUBLIC ACCOUNTANTS

Form 5500-SF

FILING_RECEIVED

HARVEY & TULLY 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$913K

Net assets (EOY)

$913K

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 (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HARVEY & TULLY, PC CERTIFIED PUBLIC ACCOUNTANTS.

Plan sponsor

Name

HARVEY & TULLY, PC CERTIFIED PUBLIC ACCOUNTANTS

EIN

20-3261124

Address

2804 REGAL RD · PLANO, TX · 75075

Phone

(972) 644-0675

Industry

Professional & Technical Servicessee all

Plan administrator