How big is Tracey Mattingly, LLC's plan?

Tracey Mattingly, LLC's plan reported $1.4M in assets and 6 participants for 2024.

Original filing (PDF)20251007221818NAL0002716771001

Tracey Mattingly, LLC

Name: Tracey Mattingly, LLC — Tracey Mattingly, LLC 401(k), Form 5500 (2024)
Creator: Tracey Mattingly, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tracey Mattingly, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Tracey Mattingly, LLC's Tracey Mattingly, LLC 401(k) Profit Sharing Plan held $1.4M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Tracey Mattingly, LLC's EIN is 20-8798516.

EIN 20-8798516

Plan number 001

Plan year 2024

ACK ID 20251007221818NAL0002716771001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tracey Mattingly, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tracey Mattingly, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRACEY MATTINGLY, LLC.

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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 (88th percentile).

Plan sponsor

Name

TRACEY MATTINGLY, LLC

EIN

all filings

Address

325 N. LARCHMONT BLVD #443 · LOS ANGELES, CA · 90004

Phone

(323) 462-5000

Industry

Other Services (ex. Public Admin)

Plan administrator