Plan Snapshot
- Plan Sponsor: Tandem Diabetes Care, INC.
- Sponsor EIN: 204327508
- Sponsor Address: 12400 HIGH BLUFF DRIVE, SAN DIEGO, CA, 92130
- Plan Type: 401(k)
- Total Participants: 2,516
- Total Assets: $136.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 2,516 | $136.0M | $4.4M | $19.1M |
| 2023 | 2,325 | $101.7M | $4.2M | $17.4M |
| 2022 | 2,499 | $68.2M | $4.0M | $15.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $216,120 | — | $216,120 |
| MMA SECURITIES | ADVISOR | $111,246 | — | $111,246 |
| JGD & ASSOCIATES LLP | ACCOUNTANT/AUDITOR | $9,500 | — | $9,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MMA SECURITIES — ADVISOR
- JGD & ASSOCIATES LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $336,866
- Estimated Expense Ratio: 0.248% 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 | $336,866 | $120,746 | — | — | — |
| 2023 | $215,204 | $88,769 | — | — | — |
| 2022 | $154,035 | — | — | — | — |