Frank C Sardelli signed Tidal Basin Holdco LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tidal Basin Holdco LLC's EIN is 93-2022863.
Download the official 2024 Form 5500 (PDF) for Tidal Basin Holdco LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tidal Basin Holdco LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $62K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BUCKINGHAM ASSET MANAGEMENT | 20-8306720 | — | NONE | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Tot Stk Mkt Inx Admrl N/R | Mutual Funds | — | — | $2.9M | 14.6% | |
| DFA U.S. Targeted Value CL I N/R | Mutual Funds | — | — | $2.1M | 10.3% | |
| Vanguard 500 Index Admiral N/R | Common Collective Trusts | — | — | $1.9M | 9.4% | |
| Vanguard Interm Term Trsy Idx Adm N/R | Common Collective Trusts | — | — | $1.8M | 8.9% | |
| Vanguard Developed Mkt Idx Adm N/R | Common Collective Trusts | — | — | $1.4M | 7.2% | |
| DFA Intl Small Cap Value N/R | Mutual Funds | — | — | $1.3M | 6.5% | |
| Money Market Fund * Charles Schwab Bank Savings N/R | Mutual Funds | — | — | $1.0M | 5.1% | |
| DFA Emerging Markets Core Equity N/R | Mutual Funds | — | — | $923K | 4.6% | |
| I DFA Short-Term Extended Quality N/R | Mutual Funds | — | — | $793K | 4.0% | |
| VANGUARD SHRT TERM INFL PRO Registered Investment Company | Mutual Funds | — | — | $688K | 3.4% | |
| Protected Securities Vanguard Growth Index Admiral N/R | Mutual Funds | — | — | $686K | 3.4% | |
| Participant Loans * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $397K | 2.0% | |
| Fund Vanguard Target Retirement 2035 N/R | Mutual Funds | — | — | $395K | 2.0% | |
| Fund Vanguard Target Retirement 2055 N/R | Mutual Funds | — | — | $378K | 1.9% | |
| Fund Vanguard Target Retirement 2040 N/R | Mutual Funds | — | — | $356K | 1.8% | |
| Fund Vanguard Small-Cap Index Admiral N/R | Mutual Funds | — | — | $304K | 1.5% | |
| Shares Vanguard Target Retirement 2045 N/R | Mutual Funds | — | — | $285K | 1.4% | |
| Fund DFA U.S. Large Cap Value III N/R | Mutual Funds | — | — | $281K | 1.4% | |
| Vanguard Target Retirement 2060 N/R | Mutual Funds | — | — | $263K | 1.3% | |
| Fund Vanguard Target Retirement 2050 N/R | Mutual Funds | — | — | $218K | 1.1% | |
| Fund Vanguard Target Retirement 2030 N/R | Mutual Funds | — | — | $173K | 0.9% | |
| Fund Vanguard Mid-Cap Growth Index N/R | Mutual Funds | — | — | $158K | 0.8% | |
| Admiral Shares Vanguard Target Retirement Income N/R | Mutual Funds | — | — | $152K | 0.8% | |
| Vanguard Target Retirement 2020 N/R | Mutual Funds | — | — | $142K | 0.7% | |
| SCHWAB US LG CAP VAL INDX Registered Investment Company | Mutual Funds | — | — | $132K | 0.7% | |
| Index Fund DFA Global Real Estate Securities N/R | Common Collective Trusts | — | — | $85K | 0.4% | |
| Portfolio Vanguard Target Retirement 2025 N/R | Mutual Funds | — | — | $85K | 0.4% | |
| Fund Vanguard Mid-Cap Index Admiral N/R | Mutual Funds | — | — | $70K | 0.4% | |
| Shares Vanguard Mid-Cap Value Index N/R | Mutual Funds | — | — | $67K | 0.3% | |
| Admiral Shares Vanguard Target Retirement 2065 N/R | Mutual Funds | — | — | $60K | 0.3% | |
| Fund Fidelity Small Cap Value Index N/R | Mutual Funds | — | — | $55K | 0.3% | |
| Vanguard Small-Cap Growth Index N/R | Mutual Funds | — | — | $41K | 0.2% | |
| Vanguard FTSE All World US N/R | Mutual Funds | — | — | $19K | <0.1% | |
| Vanguard Long Term Bond Admiral N/R | Mutual Funds | — | — | $18K | <0.1% | |
| Fund * Charles Schwab Fundamental International N/R | Mutual Funds | — | — | $17K | <0.1% | |
| SCHWAB FDMTL INTL LG CO INDEX Registered Investment Company | Mutual Funds | — | — | $17K | <0.1% | |
| Equity Index Fund Vanguard Emerging Markets Index N/R | Common Collective Trusts | — | — | $9K | <0.1% | |
| Fund Admiral Shares Vanguard Target Retirement 2070 N/R | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARKWOOD WEALTH PARTNERS LLC | 93-3948241 | — | NONE | $24K | — |
