Tidwell Group, Llc 401(k) Plan (terminated 2024): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2024. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Tidwell Group, Llc 401(k) Plan Facts (plan year 2024)

Plan name
TIDWELL GROUP, LLC 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
TIDWELL GROUP, LLC
Participants
218
Former employees with a balance
0
Employer contributions
$262,688 in plan year 2024 (30% of all contributions)
Recordkeeper
Empower Annuity Ins. Co. Of America
Plan year
Jan 1, 2024 – Oct 31, 2024
Plan established
Jan 1, 1989
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Oct 31, 2024), filed Aug 11, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $888,472 went into the plan in contributions, $262,688 of it from the employer (30%).
  • $13.6 million was paid out to participants.
  • Investment and other income added $1.08 million.

How the Tidwell Group, Llc 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019140$3.55 million$409,382$259,122
2020133$5.80 million$445,576$105,879
2021151$8.15 million$527,452$99,169
2022185$8.29 million$637,361$598,778
2023194$11.6 million$691,512$406,011
2024 (final)218$0$262,688$13.6 million

Tidwell Group, Llc 401(k) Contact Information

Phone
205-822-1010
Mailing address
3595 GRANDVIEW PARKWAY SUITE 500, BIRMINGHAM AL 35243
Plan sponsor
TIDWELL GROUP, LLC
Employer identification number (EIN)
27-1490692
Plan number
001

Questions about the Tidwell Group, Llc 401(k)

Is the Tidwell Group, Llc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2024.

Does Tidwell Group, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $262,688, 30% of all contributions.

Does the Tidwell Group, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Tidwell Group, Llc 401(k) plan?

218 participants at the start of plan year 2024.

Who manages the Tidwell Group, Llc 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INS. CO. OF AMERICA) is the plan's recordkeeper, which is where participants log in to see their balance.

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