Tandem Hr, Llc 401(k) Plan
Sponsored by Tandem Management, Llc · EIN 364231315 · Plan #001
- Total assets
- $310M
- Net assets
- $310M
- Active participants
- 9,352
- With balances
- 4,974
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $754,665 |
| Tandem Hr, Llc | Claims processing, Recordkeeping, Participant loan processing | $282,458 |
| Bks Financial Investments Llc | Consulting (pension), Investment advisory (participants), Investment advisory (plan) | $71,757 |
| Forvis Mazars, Llp | Accounting, Direct payment from the plan | $58,365 |
| Vensure Employer Services, Inc. | Claims processing, Recordkeeping, Participant loan processing | $41,023 |
| Charles Schwab Bank | Custodial (securities), Trustee (directed), Participant loan processing | $29,887 |