Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GARRETT & TULLY APC
EIN 95-4395260Latest filing 2025
Plans
3
Retirement
2
$16.9M assets
Welfare
1
Participants
55
225 S LAKE AVE STE 200 - PASADENA, CA 911013009626-577-9500
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $16.9M assets / 55 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GARRETT & TULLY, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN
401k
Assets$16.8M
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GARRETT & TULLY, A PROFESSIONAL CORPORATION CASH BALANCE PENSION PLAN
CashBalance
Assets$72K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GARRETT & TULLY APC
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GARRETT & TULLY, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN | 401k | $16.8M | 55 | 2024 | |
| 002 | GARRETT & TULLY, A PROFESSIONAL CORPORATION CASH BALANCE PENSION PLAN | CashBalance | $72K | 0 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GARRETT & TULLY APC | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans