Tolleson Wealth Management, Inc.'s EIN is 03-0430021.
Download the official 2024 Form 5500 (PDF) for Tolleson Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tolleson Wealth Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRI-AD ACTUARIES, INC. | 95-2887986 | — | NONE | $8K | — |
| CHARLES SCHWAB TRUST COMPANY | 42-1558009 | — | NONE | $0 | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
