Tandem Living Savings And Retirement Plan
Sponsored by The Mennonite Home · EIN 231413689 · Plan #001
- Total assets
- $24.5M
- Net assets
- $24.5M
- Active participants
- 564
- With balances
- 433
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Rpcp | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $41,972 |
| Ascensus Llc | Recordkeeping, Recordkeeping fees | $33,637 |