Original filing (PDF)20240604104556NAL0019436193001

SD EKLUND CORPORATION DBA TRIDEA ADVISORS

Name: SD EKLUND CORPORATION DBA TRIDEA ADVISORS — TRIDEA ADVISORS RETIREMENT PLAN & TRUST, Form 5500 (2023)
Creator: SD EKLUND CORPORATION DBA TRIDEA ADVISORS

Form 5500-SF

FILING_RECEIVED

TRIDEA ADVISORS RETIREMENT PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SD EKLUND CORPORATION DBA TRIDEA ADVISORS.

Plan sponsor

Name

SD EKLUND CORPORATION DBA TRIDEA ADVISORS

EIN

26-2742014

Address

112 ESTRELLA COURT · LINCOLN, CA · 95648

Phone

(530) 823-2098

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-05-31

Filed

2024-06-04

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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