How big is Tidepool Wealth Strategies' plan?

Tidepool Wealth Strategies' plan reported $1.2M in assets and 6 participants for 2024.

Original filing (PDF)20250813180444NAL0020691266001

Tidepool Wealth Strategies

Name: Tidepool Wealth Strategies — Tidepool Wealth, Form 5500 (2024)
Creator: Tidepool Wealth Strategies
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tidepool Wealth Strategies 401(k) Plan

401(k) retirement plan · Tidepool Wealth Strategies' Tidepool Wealth Strategies 401(k) Plan held $1.2M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Heather Stewart signed Tidepool Wealth Strategies' 2024 Form 5500 as plan administrator.

Heather Stewart — 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

Tidepool Wealth Strategies' EIN is 93-4377145.

EIN 93-4377145

Plan number 001

Plan year 2024

ACK ID 20250813180444NAL0020691266001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Tidepool Wealth Strategies' 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 TIDEPOOL WEALTH STRATEGIES.

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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