Plan Snapshot
- Plan Sponsor: Tiedemann Wealth Management Holdings, LLC
- Sponsor EIN: 753261129
- Sponsor Address: 520 MADISON AVENUE, 26TH FLOOR, NEW YORK, NY, 10022
- Plan Type: 401(k)
- Total Participants: 157
- Total Assets: $28.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 157 | $28.2M | $743,514 | $1.9M |
| 2022 | 137 | $22.1M | $694,287 | $1.7M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $27,338 | — | $27,338 |
| BDG-CPAS | ACCOUNTANT/AUDITOR | $19,000 | — | $19,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- BDG-CPAS — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,338
- Estimated Expense Ratio: 0.164% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2023 | $23,178 | — | — | $9,500 | — |
| 2022 | $9,364 | — | — | — | — |