How big is TULL Financial Group, Inc.'s plan?

TULL Financial Group, Inc.'s plan reported $2.5M in assets and 11 participants for 2025.

Original filing (PDF)20260506094446NAL0003329922001

TULL Financial Group, Inc.

Name: TULL Financial Group, Inc. — TULL Financial Group, Form 5500 (2025)
Creator: TULL Financial Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TULL Financial Group, Inc. 401(k) Plan

401(k) retirement plan · TULL Financial Group, Inc.'s TULL Financial Group, Inc. 401(k) Plan held $2.5M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

TULL Financial Group, Inc.'s EIN is 54-1487904.

EIN 54-1487904

Plan number 001

Plan year 2025

ACK ID 20260506094446NAL0003329922001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for TULL Financial Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

TULL Financial Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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