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  1. Companies/
  2. Tracey, Roman & Ramos, PC

Filings through Oct 24, 2026.

Tracey, Roman & Ramos, PC

EIN 20-4640309-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$1.7M assets
Health & Benefits
0
Participants
6
70 WALNUT STREET,2ND FLOOR - WELLESLEY HILLS, MA 02481617-236-1800
Plans on this EIN
1 filing
#001401(k)-$1.7M - 6 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

TRACEY, ROMAN & RAMOS, PC 401(K) RETIREMENT PLAN

401(k)

Assets$1.7M
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001TRACEY, ROMAN & RAMOS, PC 401(K) RETIREMENT PLAN401(k)$1.7M62025
  • TRACEY, ROMAN & RAMOS, PC 401(K) RETIREMENT PLAN$1.7M
    #001 · 401(k) · 20256
Retirement plans
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