How big is Tricoast Advisors, LLC's plan?

Tricoast Advisors, LLC's plan reported $5.0M in assets and 28 participants for 2024.

Original filing (PDF)20250224124339NAL0006546531001

Tricoast Advisors, LLC

Name: Tricoast Advisors, LLC — Tricoast Advisors, LLC, Form 5500 (2024)
Creator: Tricoast Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tricoast Advisors, LLC 401(k) Plan

401(k) retirement plan · Tricoast Advisors, LLC's Tricoast Advisors, LLC 401(k) Plan held $5.0M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

Plan identifiers

Tricoast Advisors, LLC's EIN is 27-5095730.

EIN 27-5095730

Plan number 003

Plan year 2024

ACK ID 20250224124339NAL0006546531001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tricoast Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tricoast Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRICOAST ADVISORS, LLC.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score