2023 Form 5500 filing — Tiedemann Wealth Management Holdings, LLC 401(K) Profit-Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240827153229NAL0006193635001) for Tiedemann Wealth Management Holdings, LLC 401(K) Profit-Sharing Plan, reported by Tiedemann Wealth Management Holdings, LLC under EIN 75-3261129 and plan number 001. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827153229NAL0006193635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tiedemann Wealth Management Holdings, LLC
- EIN
- 75-3261129
- Plan number
- 001
- Location
- New York, NY
- Participants
- 173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,234,601
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,234,601
- Employer contributions
- $743,514
- Participant contributions
- $1,898,037
- Total income / additions
- $7,401,664
- Benefits paid
- $1,216,778
- Administrative expenses
- $23,178
- Total expenses
- $1,239,956
- Net increase / (decrease)
- $6,161,708
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $13,669 | $0 |
| Bdg-Cpas | ACCOUNTANT/AUDITOR | $9,500 | not reported in the loaded dataset |