How big is Garrett & Tully, a Professional Corporation's plan?

Garrett & Tully, a Professional Corporation's plan reported $16.8M in assets and 35 participants for 2024.

Original filing (PDF)20251008092018NAL0005327793001

Garrett & Tully, a Professional Corporation

Name: Garrett & Tully, a Professional Corporation — Form 5500 Plan 001 (2024)
Creator: Garrett & Tully, a Professional Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Garrett & Tully, a Professional Corporation 401(k) Profit Sharing Plan

401(k) retirement plan · Garrett & Tully, a Professional Corporation's Garrett & Tully, a Professional Corporation 401(k) Profit Sharing Plan held $16.8M in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$16.8M

Net assets (EOY)

$16.8M

Plan identifiers

Garrett & Tully, a Professional Corporation's EIN is 95-4395260.

EIN 95-4395260

Plan number 001

Plan year 2024

ACK ID 20251008092018NAL0005327793001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Garrett & Tully, a Professional Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Garrett & Tully, a Professional Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GARRETT & TULLY, A PROFESSIONAL CORPORATION.

Finding similar companies…

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