Tricoast Advisors, LLC

California
Registered In
07/19/2012
Incorp. Date
Foreign
Registration Type
Michigan
Foreign Jurisdiction

Company Summary

Tricoast Advisors, LLC at 50 Louis ST STE 510, Grand Rapids, Mi 49503 lists Cole Barnett and John Rogers of Grand Rapids, MI as associates.

Registered In
California
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Michigan
Company Type
Limited Liability Company - Out of State
Status
Active
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Business Filings Incorporated Registered 1505 Agent
330 N BRAND BLVD STE 700, GLENDALE, CA 91203 (View Past Addresses)
Cole Barnett Manager
140 MONROE CENTER ST NW STE 200, GRAND RAPIDS, MI 49503
John Rogers Manager
140 MONROE CENTER ST NW STE 200, GRAND RAPIDS, MI 49503
Jacob Schrock Manager
140 MONROE CENTER ST NW STE 200, GRAND RAPIDS, MI 49503
Eric Krieger Manager
140 MONROE CENTER ST NW STE 200, GRAND RAPIDS, MI 49503
Nathan Steffen Manager
140 MONROE CENTER ST NW STE 200, GRAND RAPIDS, MI 49503
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50 LOUIS ST STE 510, GRAND RAPIDS, MI 49503 View Map
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Financial Information for Tricoast Advisors, LLC

Form 5500

TRICOAST ADVISORS, LLC

50 Louis Street NW Suite 510, Grand Rapids, Mi 49503 (898) 330-7943 EIN:27-5095730 Plan Admin:Nathan Steffen
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameTRICOAST ADVISORS, LLC 401(K) PLAN Plan #003 Participants BOY/EOY31 / 33 Assets BOY/EOY$4,111,206 / $5,009,653 2023 TRICOAST ADVISORS, LLC 401(K) PLAN - Plan #003 31 / 33 $4,111,206 / $5,009,653
2022 Plan NameTRICOAST ADVISORS, LLC 401(K) PLAN Plan #003 Participants BOY/EOY35 / 31 Assets BOY/EOY$5,398,901 / $4,111,206 2022 TRICOAST ADVISORS, LLC 401(K) PLAN - Plan #003 35 / 31 $5,398,901 / $4,111,206
Benefit & Retirement Plans based on Form 5500.
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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor
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