Original filing (PDF)20250926102734NAL0008464241001

THE TULLIUS COMPANY, INC. DBA TULLIUS PARTNERS

Name: THE TULLIUS COMPANY, INC. DBA TULLIUS PARTNERS — TULLIUS PARTNERS 401(K) PLAN, Form 5500 (2024)
Creator: THE TULLIUS COMPANY, INC. DBA TULLIUS PARTNERS

Form 5500-SF

FILING_RECEIVED

TULLIUS PARTNERS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$189K

Net assets (EOY)

$189K

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 (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE TULLIUS COMPANY, INC. DBA TULLIUS PARTNERS.

Plan sponsor

Name

THE TULLIUS COMPANY, INC. DBA TULLIUS PARTNERS

EIN

93-0958340

Address

3860 W. LESINA DR. · MERIDIAN, ID · 83646

Phone

(503) 236-1565

Industry

Real Estatesee all

Plan administrator