Original filing (PDF)20250821133238NAL0002109523001

TRACEY WOOD & ASSOCIATES

Name: TRACEY WOOD & ASSOCIATES — TRACEY WOOD & ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: TRACEY WOOD & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

TRACEY WOOD & ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRACEY WOOD & ASSOCIATES.

Plan sponsor

Name

TRACEY WOOD & ASSOCIATES

EIN

46-4819853

Address

6605 UNIVERSITY AVENUE SUITE #101 · MIDDLETON, WI · 53562

Phone

(608) 661-6300

Industry

Law Offices· 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

2025-08-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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