# Tandigm Physician Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/tandigm-physician-services-llc-232837433-501

> Tandigm Physician Services, LLC's 401(k) plan: 140 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tandigm Physician Services, LLC

- **Sponsor EIN:** 232837433

- **Sponsor Address:** 412 CREAMERY WAY, EXTON, PA, 19341

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

- **Plan Number:** 501

- **Total Participants:** 140

- **Total Assets:** $618,099

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|140|$618,099|$2.4M|$1.3M|

| 2023|171|$1.2M|$2.1M|$1.3M|

| 2022|152|$1.4M|$1.9M|$1.1M|

## 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|

| BROWN & BROWN PA|Investment Advisor|$88,110|—|$88,110|

| INDEPENDENCE ADMINISTRATORS|Other Service Provider|$34,439|—|$34,439|

| THE BENECON GROUP, LLC|Investment Advisor|$33,085|—|$33,085|

| CONNECTCARE3|Other Service Provider|$10,755|—|$10,755|

| INNOVU|Other Service Provider|$8,239|—|$8,239|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $174,628

- **Estimated Expense Ratio:** 28.252% 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|$1,046,024|$43,840|$130,886|—|—|

| 2023|$927,127|$32,084|$112,011|—|—|

| 2022|$833,910|$42,222|$116,519|—|—|

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