How big is Harvey, Tully & Associates LLC's plan?

Harvey, Tully & Associates LLC's plan reported $1.2M in assets and 12 participants for 2024.

Original filing (PDF)20250710112229NAL0003442259001

Harvey, Tully & Associates LLC

Name: Harvey, Tully & Associates LLC — Harvey & Tully, Form 5500 (2024)
Creator: Harvey, Tully & Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Harvey & Tully 401(k) Profit Sharing Plan

401(k) retirement plan · Harvey, Tully & Associates LLC's Harvey & Tully 401(k) Profit Sharing Plan held $1.2M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Harvey, Tully & Associates LLC's EIN is 99-4340127.

EIN 99-4340127

Plan number 001

Plan year 2024

ACK ID 20250710112229NAL0003442259001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Harvey, Tully & Associates LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Knocking points off