Plan Snapshot
- Plan Sponsor: New Tangram, LLC
- Sponsor EIN: 371428740
- Sponsor Address: 9200 SORENSEN AVENUE, SANTA FE SPRINGS, CA, 906702645
- Plan Type: DC
- Total Participants: 379
- Total Assets: $36.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 379 | $36.3M | $0 | $2.7M |
| 2023 | 394 | $32.4M | $0 | $2.5M |
| 2022 | 378 | $30.3M | $0 | $2.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $50,949 | — | $50,949 |
| CREATIVE PLANNING LLC | INVESTMENT ADVISORY | $40,000 | — | $40,000 |
| ACTUARIAL BENEFITS CORP. | CONSULTING | $9,500 | — | $9,500 |
| BDO USA, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING LLC — INVESTMENT ADVISORY
- BDO USA, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $100,449
- Estimated Expense Ratio: 0.277% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $121,815 | — | $121,815 | — | — |
| 2023 | $5,488 | — | $5,488 | — | — |
| 2022 | $6,453 | — | $6,453 | — | — |