Original filing (PDF)20260515220606NAL0008037715001

Tracy Cook CPA

Name: Tracy Cook CPA — Tracy Cook CPA 401(k) Plan, Form 5500 (2025)
Creator: Tracy Cook CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tracy Cook CPA 401(k) Plan

401(k) retirement plan · Tracy Cook CPA's Tracy Cook CPA 401(k) Plan held $55K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$55K

Net assets (EOY)

$55K

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.

Decision-maker contacts

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

Plan sponsor

Name

TRACY COOK CPA

EIN

27-2839651all filings

Address

1550 THE ALAMEDA STE 308 · SAN JOSE, CA · 95126

Phone

(408) 484-4530

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Name

GUSTO RETIREMENT SERVICES, LLC

EIN

30-1418950

City

DENVER, CO

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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