Plan Snapshot
- Plan Sponsor: Tandem Management, LLC
- Sponsor EIN: 364231315
- Sponsor Address: 1475 S PRICE ROAD, CHANDLER, AZ, 85286
- Plan Type: 401(k)
- Total Participants: 9,352
- Total Assets: $309.9M
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. |
|---|---|---|---|---|
| 2024 | 9,352 | $309.9M | $12.3M | $28.5M |
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 | $754,665 | — | $754,665 |
| TANDEM HR, LLC | NONE | $282,458 | — | $282,458 |
| BKS FINANCIAL INVESTMENTS LLC | NONE | $71,757 | — | $71,757 |
| FORVIS MAZARS, LLP | NONE | $58,365 | — | $58,365 |
| METZ CPA | Auditor | $58,365 | — | $58,365 |
| VENSURE EMPLOYER SERVICES, INC. | NONE | $41,023 | — | $41,023 |
| CHARLES SCHWAB BANK | NONE | $29,887 | — | $29,887 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERITAS LIFE INSURANCE CORP — NONE
- FORVIS MAZARS, LLP — NONE
- CHARLES SCHWAB BANK — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,296,520
- Estimated Expense Ratio: 0.418% 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 | $1,242,909 | $76,479 | $1,078,146 | $58,365 | — |