How big is Tidehaven Wealth's plan?

Tidehaven Wealth's plan reported $738K in assets and 2 participants for 2024.

Original filing (PDF)20251015191123NAL0011159778001

Tidehaven Wealth

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

Form 5500-SF

FILING_RECEIVED

Tidehaven Wealth 401(k) Plan

401(k) retirement plan · Tidehaven Wealth's Tidehaven Wealth 401(k) Plan held $738K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$738K

Net assets (EOY)

$738K

People on this filing

KIM Patton signed Tidehaven Wealth's 2024 Form 5500 as plan administrator.

KIM Patton — 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

Tidehaven Wealth's EIN is 47-4945672.

EIN 47-4945672

Plan number 001

Plan year 2024

ACK ID 20251015191123NAL0011159778001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Tidehaven Wealth's 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 TIDEHAVEN WEALTH.

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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