# Tandem Hr, LLC 401(k) Plan
Source: https://planprovider.pro/companies/tandem-hr-llc-401k-plan-001

> Tandem Hr, LLC's 401(k) plan: 9,692 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Tandem Hr, LLC

- **Sponsor EIN:** 205628549

- **Sponsor Address:** 2400 WOLF ROAD, WESTCHESTER, IL, 60154

- **Plan Type:** 401(k)

- **Total Participants:** 9,692

- **Total Assets:** $285.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2023|9,692|$285.3M|$13.0M|$27.9M|

| 2022|10,327|$287.2M|$4.7M|$9.5M|

## 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|

| AMERITAS LIFE INSURANCE CORP|NONE|$2,293,520|—|$2,293,520|

| TANDEM HR, LLC|NONE|$959,516|—|$959,516|

| FORVIS MAZARS, LLP|NONE|$201,080|—|$201,080|

| BKS FINANCIAL INVESTMENTS LLC|NONE|$140,700|—|$140,700|

| CHARLES SCHWAB TRUST BANK|NONE|$54,794|—|$54,794|

| TRANSAMERICA RETIREMENT SOLUTIONS,|NONE|$22,550|—|$22,550|

| UHY LLP|NONE|$15,700|—|$15,700|

| MRPR GROUP, P.C.|NONE|$11,800|—|$11,800|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [AMERITAS LIFE INSURANCE CORP](https://planprovider.pro/provider/ameritas-retirement-plans) — NONE

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — NONE

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [TRANSAMERICA RETIREMENT SOLUTIONS,](https://planprovider.pro/provider/transamerica) — NONE

- [UHY LLP](https://planprovider.pro/provider/uhy-llp) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $3,699,660

- **Estimated Expense Ratio:** 1.297% 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|

| 2023|$1,848,559|$70,402|$1,414,978|$114,290|—|

| 2022|$321,774|$26,654|$279,364|—|$15,756|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/tandem-hr-llc-401k-plan-001)

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