Original filing (PDF)20250523110131NAL0005717024001

TRACEY AND FOX LAW FIRM

Name: TRACEY AND FOX LAW FIRM — TRACEY & FOX LAW FIRM 401(K) PLAN, Form 5500 (2024)
Creator: TRACEY AND FOX LAW FIRM

Form 5500-SF

FILING_RECEIVED

TRACEY & FOX LAW FIRM 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 TRACEY AND FOX LAW FIRM.

Plan sponsor

Name

TRACEY AND FOX LAW FIRM

EIN

47-2056179

Address

440 LOUISIANA STE 1901 · HOUSTON, TX · 77002

Phone

(713) 495-2333

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

2025-05-23

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)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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