Sponsor portfolio
TIDEPOOL WEALTH STRATEGIES
EIN 93-4377145financial servicesLatest filing 2024
Plans
1
Retirement
1
$1.2M assets
Welfare
0
Participants
6
450 COUNTRY CLUB ROAD, SUITE 350 - EUGENE, OR 97401458-247-7665tidepoolwealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TIDEPOOL WEALTH STRATEGIES 401(K) PLAN | 401k | $1.2M | 6 | 2024 |
Retirement plans