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

> Tandem Management, LLC's 401(k) plan: 9,352 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/ameritas-retirement-plans) — NONE

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

- [CHARLES SCHWAB BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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|—|

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

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