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Tiedemann Wealth Management Holdings, LLC: who to call about your old retirement account

Tiedemann Wealth Management Holdings, LLC 401(K) Profit-Sharing Plan. NEW YORK, NY. From the plan’s 2023 filing with the U.S. Department of Labor.

Good news: this plan is still running.

It filed for 2023, so if you left money in it, the account should still be there under your name. One phone call usually finds it.

Is this your plan?

From the plan’s public filings. Check that it sounds like the place you worked.

Employer: Tiedemann Wealth Management Holdings, LLC
Address on file: 520 Madison Avenue, 26th Floor · New York, NY · 10022
Industry: Finance & Insurance
Plan: Tiedemann Wealth Management Holdings, LLC 401(K) Profit-Sharing Plan401(k) plan
When: Start date on the filing: 2003Still running: latest filing is for 2023Has filed since at least 2009
Size: about 190 people in the plan, about $28 million in total36 of them no longer work there and still have money in it. Leaving a balance behind is common.
You may remember: • Had a Roth option

Doesn’t sound like it? Search again. Try the company’s legal name, or the name it had when you worked there.

Get this plan’s contact details, free

Tell us where to send them and we’ll email you a link that opens:

✓ The phone number on the plan’s filing
✓ What to say on the call, word for word
✓ The plan ID numbers they will ask you for
✓ The company that likely holds the accounts, with its website and phone number where we have them

If nobody can find you

These official and non-profit registries are free:

DOL Abandoned Plan Search ↗
plans wound down by a custodian after the employer walked away
DOL Retirement Savings Lost & Found ↗
the Department of Labor’s registry of accounts owed to former participants
National Registry of Unclaimed Retirement Benefits ↗
employers and plan administrators list balances they could not deliver
Your state’s unclaimed property office ↗
uncashed distribution checks often end up here

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401kHunter is not affiliated with, endorsed by, or connected to TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC. Plan figures on this page come from public U.S. Department of Labor Form 5500 filings and reflect the plan’s final reported year. This page is educational and is not investment, tax, or legal advice.