How big is Mandel & Tracy LLC's plan?

Mandel & Tracy LLC's plan reported $2.0M in assets and 2 participants for 2024.

Original filing (PDF)20250625102112NAL0018701794001

Mandel & Tracy LLC

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

Form 5500-SF

FILING_RECEIVED

Mandel & Tracy LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Mandel & Tracy LLC's Mandel & Tracy LLC 401(k) Profit Sharing Plan & Trust held $2.0M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Jacquelyn H. Tracy signed Mandel & Tracy LLC's 2024 Form 5500 as plan administrator.

Jacquelyn H. Tracy — 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

Mandel & Tracy LLC's EIN is 34-2059297.

EIN 34-2059297

Plan number 001

Plan year 2024

ACK ID 20250625102112NAL0018701794001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mandel & Tracy LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mandel & Tracy LLC'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 MANDEL & TRACY 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