How big is Tully Inc.'s plan?

Tully Inc.'s plan reported $3.6M in assets and 33 participants for 2025.

Original filing (PDF)20260417123905NAL0028565186001

Tully Inc.

Name: Tully Inc. — Tully Inc. 401 K Profit Sharing Plan, Form 5500 (2025)
Creator: Tully Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tully Inc. 401 K Profit Sharing Plan Trust

401(k) retirement plan · Tully Inc.'s Tully Inc. 401 K Profit Sharing Plan Trust held $3.6M in plan assets for 33 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan identifiers

Tully Inc.'s EIN is 83-0499875.

EIN 83-0499875

Plan number 001

Plan year 2025

ACK ID 20260417123905NAL0028565186001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Tully Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

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 (91st percentile).

Plan sponsor

Name

TULLY INC

EIN

all filings

Address

1650 N LINCOLN ST · SUITE A · DIXON, CA · 95620

Phone

(707) 628-4219

Industry

Engineering Services· Professional & Technical Services

Plan administrator