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Department of Labor filing

TULLY RINCKEY PLLC

TULLY RINCKEY PLLC 401(K) PROFIT SHARING PLAN AND TRUST · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 8, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

37filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support
$3,408

Reported employer contributions per active participant.

Higher than about 49% of comparable plans
#People in the filing
71

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$520 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 10% of comparable plans
↗Investment performance
Not available

Plan assets changed 17.1%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202437out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions49th percentileTypical peer $3,462 · based on 1,271 comparable plans
Lower reported administrative expense10th percentileTypical peer $184 · based on 1,343 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, TULLY RINCKEY PLLC reported $241,958 in employer contributions across the plan and 71 active participants. That works out to $3,408 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy69%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 9.2%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 12.3%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context37/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$241,958
Participant contributions
$477,615
Other contributions
Not reported
Employer share of reported contributions
33.6%
Beginning assets
$7,065,687
Ending assets
$8,273,668
Ending net assets
$8,273,668
Ending liabilities
$0
Total income
$1,776,568
Total expenses
$568,587
Administrative expenses
$55,126
Participant loans
$38,471

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$3,121
2023
$3,183
2024
$3,408
Plan-paid administrative expenses per participant
2022
$463
2023
$425
2024
$520
Active participants
2022
64
2023
67
2024
71
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$3,408718.3M20251008053147NAL0008893424001
2023$3,183677.1M20241009095611NAL0032372016001
2022$3,121645.8M20231009054359NAL0035111104001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
0.5%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Yes
Public plan identifier
202053454-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 2004
Industry
Professional, scientific, and technical services
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
AMERICAN FUNDS DISTRIBUTORS, INC.2024Not reportedunknown
BLACKROCK INVESTMENTS, INC.2024Not reportedunknown
FEDERATED SECURITIES CORP.2024Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2024Not reportedunknown
PRINCIPAL FUNDS DISTRIBUTOR, INC.2024Not reportedunknown
PRUDENTIAL INVESTMENTS LLC2024Not reportedunknown
SEI2024Not reportedunknown
VANGUARD2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20251008053147NAL0008893424001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗