How big is Tiptree Inc.'s plan?

Tiptree Inc.'s plan reported $10.3M in assets and 28 participants for 2024.

Original filing (PDF)20250725094837NAL0006457073001

Tiptree Inc.

Name: Tiptree Inc. — Tiptree Inc. 401(k) Plan, Form 5500 (2024)
Creator: Tiptree Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tiptree Inc. 401(k) Plan

401(k) retirement plan · Tiptree Inc.'s Tiptree Inc. 401(k) Plan held $10.3M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.3M

Net assets (EOY)

$10.3M

Plan identifiers

Tiptree Inc.'s EIN is 38-3754322.

EIN 38-3754322

Plan number 001

Plan year 2024

ACK ID 20250725094837NAL0006457073001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tiptree Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tiptree Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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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