Plan Snapshot
- Plan Sponsor: Tandem Hr, LLC
- Sponsor EIN: 205628549
- Sponsor Address: 2400 WOLF ROAD, SUITE 100, WESTCHESTER, IL, 60154
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $0 |
| 2022 | 0 | $5,234 | $5.6M | $14.1M |
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 |
|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | Recordkeeper | $527,945 | — | $527,945 |
| SLAVIC MUTUAL FUND CORPORATION | Investment Advisor | $280,864 | — | $280,864 |
| TANDEM PROFESSIONAL EMPLOYER SERV | Recordkeeper | $186,140 | — | $186,140 |
| BKS RETIREMENT SERVICES | Investment Advisor | $52,500 | — | $52,500 |
| UBS FINANCIAL SERVICES INC. | Investment Advisor | $45,240 | — | $45,240 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,092,689
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 | — | — | — | — | — |
| 2022 | $1,092,689 | $326,104 | $714,085 | — | $52,500 |