Tricoast Advisors, LLC

Connecticut
Registered In
04/02/2012
Incorp. Date
Foreign
Registration Type
Michigan
Foreign Jurisdiction

Company Summary

Tricoast Advisors, LLC at 50 Louis ST NW STE 510, Grand Rapids, Mi 49503 lists Nathan Steffen of Hopkins, MI as the associate.

Overview

Registered In
Connecticut
Incorporation Date
Company Type
Llc
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Michigan
Email
**********@tricoastadvisors.com
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People

Secretary Of State Registered Agent
PO BOX 150470, HARTFORD, CT 06115
Nathan Steffen
3233 25TH ST, HOPKINS, MI 49328 50 LOUIS ST NW STE 510, GRAND RAPIDS, MI 49503 (View Past Addresses)
Showing current associates only (2 of 3 total associates). Create a free account to see the full associate history

Map & Locations

50 LOUIS ST NW STE 510, GRAND RAPIDS, MI 49503 View Map
Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

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.
PPP Loans

HNI RISK SERVICES OF MICHIGAN LLC

140 Monroe Center St NW Ste 200, GRAND RAPIDS, MI 49503-2802
Loan Date Approved Forgiven Lender Jobs
04/06/2020 Approved$532,200 Forgiven$535,201 LenderTown Bank, National Association Jobs38 04/06/2020 $532,200 $535,201 Town Bank, National Association 38
PPP Loans based on Paycheck Protection Program.

Linked Companies

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Sources

The following government agencies have contributed data:

• Connecticut's Official State Website • U.S. Department of Labor • U.S. Small Business Administration
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