Tully Rinckey 401(k) match, vesting and fees
What Tully Rinckey's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fisher Asset Management LLC | Schedule C ↗ |
| Independent auditor | Teal, Becker & Chiaramonte Cpas PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Tully Rinckey: employer contribution per participant | $2,372 | |
| Peer median | $2,521 |
| Tully Rinckey: average balance | $81,114 | |
| Peer median | $75,833 |
| Tully Rinckey: admin expenses ÷ assets | 0.72% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $7.6M at the end of plan year 2021 to $8.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 103 | $8.3M | $242K | $2,372 | 0.72% | Not published | Form 5500 ↗ |
| 2023 | 103 | $7.1M | $213K | $2,070 | 0.67% | Not published | Form 5500 ↗ |
| 2022 | 100 | $5.8M | $200K | $1,998 | 0.74% | Not published | Form 5500 ↗ |
| 2021 | 106 | $7.6M | $208K | $1,961 | 0.18% | Not published | Form 5500 ↗ |
Common questions
Does Tully Rinckey match 401(k) contributions?
The match terms for the Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $242K in employer contributions, about $2,372 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Tully Rinckey 401(k) match vested?
The vesting schedule for the Tully Rinckey PLLC 401(k) Profit Sharing Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Tully Rinckey 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fisher Asset Management LLC. The plan administrator is Pentegra Services, Inc.
I left Tully Rinckey. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pentegra Services, Inc, (844) 367-2848) or the recordkeeper, Fisher Asset Management LLC. The Tully Rinckey old 401(k) page lists the contacts from every plan filing. Find an old Tully Rinckey 401(k)
Data from the public Form 5500 annual reports Tully Rinckey filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Tully Rinckey. Not financial advice. Report a correction · Methodology