Plan Snapshot
- Plan Sponsor: Tandigm Physician Services, LLC
- Sponsor EIN: 852543447
- Sponsor Address: 412 CREAMERY WAY, SUITE 400, EXTON, PA, 19341
- Plan Type: 401(k)
- Total Participants: 270
- Total Assets: $29.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 270 | $29.1M | $740,428 | $1.7M |
| 2023 | 268 | $25.3M | $722,160 | $1.6M |
| 2022 | 238 | $21.4M | $699,975 | $1.5M |
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 |
|---|---|---|---|---|
| OSAIC WEALTH, INC | INVESTMENT ADVISORY | $65,235 | — | $65,235 |
| THE VANGUARD GROUP, INC. | RECORDKEEPER | $27,260 | — | $27,260 |
| BUCKNO LISICKY & COMPANY | AUDITOR | $16,215 | — | $16,215 |
| DEFINITI, LLC | THIRD PARTY ADMINISTRATO | $11,135 | — | $11,135 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — RECORDKEEPER
- BUCKNO LISICKY & COMPANY — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $119,845
- Estimated Expense Ratio: 0.412% 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 | $119,845 | $65,235 | — | $16,215 | — |
| 2023 | $101,737 | $55,703 | — | $12,810 | — |
| 2022 | $104,575 | — | $104,575 | — | — |