Tricoast Advisors, LLC

Business Filings Incorporated Registered Agent	17 G W TATRO DR, JEFFERSONVILLE, VT 05464
John Rogers Member	50 LOUIS ST NW STE 510, GRAND RAPIDS, MI 49503 (View Past Addresses)
Cole Barnett Member	50 LOUIS ST NW STE 510, GRAND RAPIDS, MI 49503 (View Past Addresses)
Eric Krieger Member	50 LOUIS ST NW STE 510, GRAND RAPIDS, MI 49503 (View Past Addresses)
Jacob Schrock Member	50 LOUIS ST NW STE 510, GRAND RAPIDS, MI 49503 (View Past Addresses)
Nathan Steffen Member	50 LOUIS ST NW STE 510, GRAND RAPIDS, MI 49503 (View Past Addresses)

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50 LOUIS ST NW STE 510, GRAND RAPIDS, MI 49503 View Map

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Form 5500

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.

Address Match:50 Louis St Nw Ste 510 Grand Rapids, MI

Tricoast Advisors, LLC Registered in West Virginia	Charleston, WV Grand Rapids, MI (1 more)	View Report
Tricoast Advisors, LLC Registered in Florida	Plantation, FL Grand Rapids, MI (1 more)	View Report
Tricoast Advisors, LLC Registered in North Dakota	Bismarck, ND Grand Rapids, MI	View Report
Tricoast Advisors, LLC Registered in Pennsylvania	Grand Rapids, MI	View Report
Tricoast Advisors, LLC Registered in Washington	Grand Rapids, MI New Berlin, WI	View Report
Tricoast Advisors, LLC Registered in Connecticut	Grand Rapids, MI New Berlin, WI	View Report
Tricoast Advisor LLC Registered in Minnesota	Grand Rapids, MI Paul, MN	View Report
Hni Risk Services of Michigan, LLC Registered in Kansas	Topeka, KS Grand Rapids, MI	View Report
Tricoast Advisors, LLC Registered in North Carolina	Raleigh, NC Grand Rapids, MI	View Report
Tricoast Advisors, LLC Registered in Colorado	Centennial, CO Grand Rapids, MI (2 more)	View Report

Related Business Names:

Tricoast Advisors, LLC Registered in New Jersey		View Report
Tricoast Advisors, LLC Registered in Michigan	Grand Rapids, MI	View Report
Tricoast Advisors, LLC Registered in New York	Grand Rapids, MI	View Report
Tricoast Advisors, LLC Registered in Ohio	Columbus, OH New Berlin, WI	View Report
Tricoast Advisors, LLC Registered in Nevada	Grand Rapids, MI	View Report
Tricoast Advisors, LLC Registered in Missouri	Blue Springs, MO	View Report
Tricoast Advisors, LLC Registered in California	Grand Rapids, MI New Berlin, WI	View Report
Tricoast Advisors, LLC Registered in Alabama	Grand Rapids, MI Montgomery, AL (1 more)	View Report
Tricoast Advisors, LLC Registered in Connecticut	Connecticut	View Report
Tricoast Advisors, LLC Registered in Mississippi	Grand Rapids, MI	View Report
Tricoast Advisors, LLC Registered in Oklahoma	Oklahoma City, OK Grand Rapids, MI	View Report

Address Match:50 Louis St Nw Grand Rapids, MI

Usa Advanced Planners, Inc. Registered in Ohio	Columbus, OH Grand Rapids, MI	View Report
Adamy Valuation Advisors, Inc. Registered in Florida	Grand Rapids, MI Tallahassee, FL	View Report
Nm Kansas LLC Registered in Kansas	Grand Rapids, MI Topeka, KS	View Report
Usa Advanced Planners, Inc. Registered in New Hampshire	Concord, NH Grand Rapids, MI	View Report
Adamy Valuation Advisors, Inc. Registered in Ohio	Grand Rapids, MI North Canton, OH	View Report
Usa Advanced Planners, Inc. Registered in Utah	Grand Rapids, MI Midvale, UT	View Report
Hamilton Pool Development LLC Registered in Texas	Dallas, TX Grand Rapids, MI	View Report
Usa Financial Management Services LLC Registered in Texas	Austin, TX Grand Rapids, MI	View Report
Usa Advanced Planners, Inc. Registered in Vermont	Grand Rapids, MI	View Report
Usa Advanced Planners, Inc. Registered in Florida	Grand Rapids, MI	View Report
Usa Advanced Planners, Inc. Registered in Massachusetts	Grand Rapids, MI	View Report
Usa Advanced Planners, Inc. Registered in North Dakota	Bismarck, ND Grand Rapids, MI	View Report
Usa Advanced Planners, Inc. Registered in Oklahoma	Grand Rapids, MI Oklahoma City, OK	View Report
Usa Advanced Planners, Inc Registered in California	Grand Rapids, MI	View Report
Usa Advanced Planners, Inc. Registered in Montana	Grand Rapids, MI	View Report

Person/City Match:John Rogers - Grand Rapids, MI

Hni Risk Services of Michigan, LLC Registered in Arizona	Grand Rapida, MI Grand Rapids, MI (1 more)		View Report
Universal Insurance Services, Inc. Registered in Texas	Grand Rapids, MI Shelbyville, MI		View Report

Person/City Match:Jacob Schrock - Grand Rapids, MI

Hni Michigan Building, LLC Registered in Michigan	Grand Rapids, MI		View Report
Hni Risk Services of Michigan, LLC Registered in Oregon	Salem, OR Grand Rapids, MI (1 more)		View Report

Person/City Match:Nathan Steffen - Grand Rapids, MI

Apostolic Christian Church of Alto, Michigan Registered in Michigan	Lowell, MI		View Report
Vision Point, LLC Registered in Michigan	Grand Rapids, MI		View Report

The following government agencies have contributed data:

Vermont Secretary of State U.S. Department of Labor

Company Summary