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TRICOAST ADVISORS, LLC

EIN 27-5095730-insurance-Latest filing 2025
Plans
1
Retirement
1
$6.1M assets
Welfare
0
Participants
32
50 LOUIS STREET NW, SUITE 510 - GRAND RAPIDS, MI 49503898-330-7943tricoastadvisors.comLinkedIn11-50 employeesinsurance
Plans on this EIN
1 filing
#003401k-$6.1M - 32 part

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Retirement#003

TRICOAST ADVISORS, LLC 401(K) PLAN

401k

Assets$6.1M
Participants32
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003TRICOAST ADVISORS, LLC 401(K) PLAN401k$6.1M322025
Retirement plans
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