Original filing (PDF)20240604104556NAL0019436193001

SD Eklund Corporation DBA Tridea Advisors

Name: SD Eklund Corporation DBA Tridea Advisors — Form 5500 Plan 002 (2023)
Creator: SD Eklund Corporation DBA Tridea Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tridea Advisors Retirement Plan & Trust

401(k) retirement plan · SD Eklund Corporation DBA Tridea Advisors' Tridea Advisors Retirement Plan & Trust filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Steve Eklund signed SD Eklund Corporation DBA Tridea Advisors' 2023 Form 5500 as plan administrator.

Steve Eklund — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

SD Eklund Corporation DBA Tridea Advisors' EIN is 26-2742014.

EIN 26-2742014

Plan number 002

Plan year 2023

ACK ID 20240604104556NAL0019436193001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for SD Eklund Corporation DBA Tridea Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

SD Eklund Corporation DBA Tridea Advisors' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SD EKLUND CORPORATION DBA TRIDEA ADVISORS.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score