AUMdb

Tandigm Physician Services, Llc 401(k) Profit Sharing Plan

Sponsored by Tandigm Physician Services, Llc · EIN 852543447 · Plan #001

Total assets
$29.1M
Net assets
$29.1M
Active participants
270
With balances
372

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Osaic Wealth, Inc. CRD 23131 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Osaic Wealth, Inc Investment advisory (plan) $65,235
The Vanguard Group, Inc. Recordkeeping $27,260
Buckno Lisicky & Company Accounting $16,215
Definiti, Llc Recordkeeping, Participant loan processing, Recordkeeping fees $11,135