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

> Tandigm Physician Services, LLC&#39;s 401(k) plan: 270 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:** 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.](https://planprovider.pro/provider/the-vanguard-group-inc) — RECORDKEEPER

- [BUCKNO LISICKY & COMPANY](https://planprovider.pro/provider/buckno-lisicky-and-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|—|—|

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

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