PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ANDERSON-TULLY LUMBER COMPANY
Sponsor portfolio

ANDERSON-TULLY LUMBER COMPANY

EIN 62-1720411-wholesale-Latest filing 2024
Plans
2
Retirement
2
$15.0M assets
Welfare
0
Participants
204
125 SOUTH ESTES DR, P. O. BOX 2408 - VICKSBURG, MS 39181919-929-2497andersontully.comLinkedIn201-500 employeeswholesale
Plans on this EIN
2 filings
#002TraditionalDB-$9.8M - 146 part#003401k-$5.1M - 58 part

Retirement portfolio analytics

2 plans aggregated / $15.0M assets / 204 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • SALARIED EMPLOYEES' PENSION (#002)66%
  • 401(K) MATCH Savings (#003)34%
Total $15.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SALARIED EMPLOYEES' PENSION (#002)146
  • 401(K) MATCH Savings (#003)58
Total 204Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ANDERSON-TULLY SALARIED EMPLOYEES' PENSION PLAN

TraditionalDB

Assets$9.8M
Participants146
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ANDERSON-TULLY 401(K) MATCH SAVINGS PLAN

401k

Assets$5.1M
Participants58
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ANDERSON-TULLY SALARIED EMPLOYEES' PENSION PLANTraditionalDB$9.8M1462024
003ANDERSON-TULLY 401(K) MATCH SAVINGS PLAN401k$5.1M582024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica