Tiedemann Wealth Management Holdings, LLC (EIN 75-3261129) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $28.2M in plan assets and 290 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Tiedemann Wealth Management Holdings, LLC 401(k) Profit-Sharing Plan | 001 | 157 | $28.2M |
| Tiedemann Wealth Management Holdings, LLC Health & Welfare Plan | 501 | 133 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
75-3261129 is the Employer Identification Number (EIN) Tiedemann Wealth Management Holdings, LLC 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 New York EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
