How big is TIP Strategies Inc.'s plan?

TIP Strategies Inc.'s plan reported $3.2M in assets and 22 participants for 2024.

Original filing (PDF)20250619100133NAL0007592450001

TIP Strategies Inc.

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

Form 5500-SF

FILING_RECEIVED

TIP Strategies Inc. 401(k) Plan

401(k) retirement plan · TIP Strategies Inc.'s TIP Strategies Inc. 401(k) Plan held $3.2M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Tom Stellman signed TIP Strategies Inc.'s 2024 Form 5500 as plan administrator.

Tom Stellman — 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

TIP Strategies Inc.'s EIN is 74-2762692.

EIN 74-2762692

Plan number 001

Plan year 2024

ACK ID 20250619100133NAL0007592450001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

TIP Strategies Inc.'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 TIP STRATEGIES INC.

Finding similar companies…

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