# New Tangram, LLC DC Plan
Source: https://planprovider.pro/companies/new-tangram-llc-plan

> New Tangram, LLC's DC plan: 379 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISORY

- [BDO USA, PC](https://planprovider.pro/provider/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|—|—|

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