How big is Tidemark LLC's plan?

Tidemark LLC's plan reported $1.2M in assets and 4 participants for 2024.

Original filing (PDF)20251003105641NAL0001289857001

Tidemark LLC

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

Form 5500-SF

FILING_RECEIVED

Tidemark LLC 401(k) Plan

401(k) retirement plan · Tidemark LLC's Tidemark LLC 401(k) Plan held $1.2M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

JOSH Stipcich signed Tidemark LLC's 2024 Form 5500 as plan administrator.

JOSH Stipcich — 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

Tidemark LLC's EIN is 93-1964694.

EIN 93-1964694

Plan number 001

Plan year 2024

ACK ID 20251003105641NAL0001289857001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Tidemark LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

TIDEMARK LLC

EIN

all filings

Address

5405 MOREHOUSE DR., SUITE 345 · SAN DIEGO, CA · 92121

Phone

(888) 791-0197

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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