· 2022–2024 · DOL EFAST2

Albert Tucker and Associates, LLC — Albert Tucker, Form 5500 (2024)

Original filing (PDF)20250927151029NAL0023821698001

Albert Tucker and Associates, LLC

Form 5500-SF

FILING_RECEIVED

Albert Tucker and Associates, LLC PS Plan

401(k) retirement plan · Albert Tucker and Associates, LLC's Albert Tucker and Associates, LLC PS Plan held $9.3M in plan assets for 15 participants in 2024.

Signals · 1

High average account balance

Active participants

15

Accounts w/ balance

16

Plan assets (EOY)

$9.3M

Net assets (EOY)

$9.3M

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

78

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ALBERT TUCKER AND ASSOCIATES, LLC

EIN

76-0723289all filings

Address

295 MADISON AVENUE · SUITE 1010 · NEW YORK, NY · 10017

Phone

(212) 686-3200

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

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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