Original filing (PDF)20250509093429NAL0019794864001

THE TUCKER ADVISORY GROUP

Name: THE TUCKER ADVISORY GROUP — THE TUCKER ADVISORY GROUP 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: THE TUCKER ADVISORY GROUP

Form 5500-SF

FILING_RECEIVED

THE TUCKER ADVISORY GROUP 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$891K

Net assets (EOY)

$891K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE TUCKER ADVISORY GROUP.

Plan sponsor

Name

THE TUCKER ADVISORY GROUP

EIN

20-8757534

Address

10 ROCK SPRING RD · CHESTER SPRINGS, PA · 194253405

Phone

(610) 513-4480

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

PROJECT MANAGEMENT LEADERSHIP GROUP, INC.

PMLG 401(K)

$891K · 6 participants

BOOTH MANAGEMENT CONSULTING LLC

BOOTH MANAGEMENT CONSULTING LLC 401(K) PLAN

$891K · 34 participants

STYS HOSPITALITY INITIATIVE

STYS HOSPITALITY INITIATIVE 401(K) PLAN

$891K · 15 participants

LANDIS CONSULTING SOLUTIONS INC.

LANDIS CONSULTING SOLUTIONS, INC 401(K) PLAN

$891K · 2 participants

SINCERUS GLOBAL SOLUTIONS, INC.

SINCERUS GLOBAL SOLUTIONS, INC. 401(K) PLAN