How big is The Tullius Company, Inc. DBA Tullius Partners' plan?

The Tullius Company, Inc. DBA Tullius Partners' plan reported $189K in assets and 2 participants for 2024.

Original filing (PDF)20250926102734NAL0008464241001

The Tullius Company, Inc. DBA Tullius Partners

Name: The Tullius Company, Inc. DBA Tullius Partners — Form 5500 Plan 001 (2024)
Creator: The Tullius Company, Inc. DBA Tullius Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tullius Partners 401(k) Plan

401(k) retirement plan · The Tullius Company, Inc. DBA Tullius Partners' Tullius Partners 401(k) Plan held $189K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$189K

Net assets (EOY)

$189K

Plan identifiers

The Tullius Company, Inc. DBA Tullius Partners' EIN is 93-0958340.

EIN 93-0958340

Plan number 001

Plan year 2024

ACK ID 20250926102734NAL0008464241001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Tullius Company, Inc. DBA Tullius Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Tullius Company, Inc. DBA Tullius Partners' 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 (89th percentile).

Plan sponsor

Name

THE TULLIUS COMPANY, INC. DBA TULLIUS PARTNERS

EIN

all filings

Address

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

Phone

(503) 236-1565

Industry

Real Estate

Plan administrator