How big is Tracy Adkins CPA PC's plan?

Tracy Adkins CPA PC's plan reported $1.8M in assets and 9 participants for 2024.

Original filing (PDF)20251007151822NAL0008180544001

Tracy Adkins CPA PC

Name: Tracy Adkins CPA PC — Tracy Adkins CPA PC 401(k), Form 5500 (2024)
Creator: Tracy Adkins CPA PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tracy Adkins CPA PC 401(k) Plan

401(k) retirement plan · Tracy Adkins CPA PC's Tracy Adkins CPA PC 401(k) Plan held $1.8M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Tracy Adkins signed Tracy Adkins CPA PC's 2024 Form 5500 as plan administrator.

Tracy Adkins — 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

Tracy Adkins CPA PC's EIN is 20-3153078.

EIN 20-3153078

Plan number 001

Plan year 2024

ACK ID 20251007151822NAL0008180544001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tracy Adkins CPA PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tracy Adkins CPA PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRACY ADKINS CPA PC.

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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

Knocking points off