How big is Sean Tracey Associates' plan?

Sean Tracey Associates' plan reported $2.8M in assets and 3 participants for 2025.

Original filing (PDF)20260408134439NAL0011520000001

Sean Tracey Associates

Name: Sean Tracey Associates — Sean Tracey Associates, Form 5500 (2025)
Creator: Sean Tracey Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sean Tracey Associates 401(k) Plan

401(k) retirement plan · Sean Tracey Associates' Sean Tracey Associates 401(k) Plan held $2.8M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Sean Tracey signed Sean Tracey Associates' 2025 Form 5500 as plan administrator.

Sean Tracey — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sean Tracey Associates' EIN is 02-0404048.

EIN 02-0404048

Plan number 001

Plan year 2025

ACK ID 20260408134439NAL0011520000001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sean Tracey Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sean Tracey Associates' 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 SEAN TRACEY ASSOCIATES.

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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

Helping the score