How big is Gomes, Dacruz & Tracy P.C.'s plan?

Gomes, Dacruz & Tracy P.C.'s plan reported $2.4M in assets and 12 participants for 2024.

Original filing (PDF)20250804150919NAL0003712722001

Gomes, Dacruz & Tracy P.C.

Name: Gomes, Dacruz & Tracy P.C. — Gomes, Dacruz & Tracy, Form 5500 (2024)
Creator: Gomes, Dacruz & Tracy P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gomes, Dacruz & Tracy P.C. 401(k) Plan

401(k) retirement plan · Gomes, Dacruz & Tracy P.C.'s Gomes, Dacruz & Tracy P.C. 401(k) Plan held $2.4M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Mark Germain signed Gomes, Dacruz & Tracy P.C.'s 2024 Form 5500 as plan administrator.

Mark Germain — 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

Gomes, Dacruz & Tracy P.C.'s EIN is 04-3040103.

EIN 04-3040103

Plan number 001

Plan year 2024

ACK ID 20250804150919NAL0003712722001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gomes, Dacruz & Tracy P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gomes, Dacruz & Tracy P.C.'s 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 GOMES, DACRUZ & TRACY P.C..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

GOMES, DACRUZ & TRACY P.C.

EIN

all filings

Address

77 WINSOR ST · SUITE 303 · LUDLOW, MA · 01056

Phone

(413) 589-7831

Industry

CPA Offices· Professional & Technical Services

Plan administrator