TOLLESON WEALTH MANAGEMENT, INC.
TOLLESON WEALTH MANAGEMENT, INC. (EIN 03-0430021) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $34.7M in plan assets and 429 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Form 5500 plans filed under EIN 03-0430021
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| TOLLESON WEALTH MANAGEMENT 401(K) PLAN | 001 | 214 | $34.7M |
| TOLLESON WEALTH MANAGEMENT HEALTH AND WELFARE PLAN | 501 | 215 | $0 |
Service providers reported by TOLLESON WEALTH MANAGEMENT, INC.
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
About this EIN
03-0430021 is the Employer Identification Number (EIN) TOLLESON WEALTH MANAGEMENT, INC. reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Texas EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?