OpenERISA

Tolleson Wealth Management, INC.

Dallas, TX, 75205

EIN 03-0430021
Plans
2
Total participants
2,069
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in TexasFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Tolleson Wealth Management 401(K) Plan214
2024Form 5500501Tolleson Wealth Management Health And Welfare Plan215
2023Form 5500001Tolleson Wealth Management 401(K) Plan230
2023Form 5500501Tolleson Wealth Management Health And Welfare Plan229
2022Form 5500001Tolleson Wealth Management 401(K) Plan222
2022Form 5500501Tolleson Wealth Management Health And Welfare Plan228
2021Form 5500001Tolleson Wealth Management 401(K) Plan189
2021Form 5500501Tolleson Wealth Management Health And Welfare Plan189
2020Form 5500001Tolleson Wealth Management 401(K) Plan175
2020Form 5500501Tolleson Wealth Management Health And Welfare Plan178

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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