Original filing (PDF)20250609085252NAL0010862659002

TUTTLE & ASSOCIATES, LLC

Name: TUTTLE & ASSOCIATES, LLC — TUTTLE & ASSOCIATES, LLC 401(K) PLAN, Form 5500 (2024)
Creator: TUTTLE & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

TUTTLE & ASSOCIATES, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$304K

Net assets (EOY)

$304K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TUTTLE & ASSOCIATES, LLC.

Plan sponsor

Name

TUTTLE & ASSOCIATES, LLC

EIN

82-5098937all filings

Address

3535 PELHAM RD STE 101 · GREENVILLE, SC · 29615

Phone

(864) 558-0588

Industry