Plan Snapshot
- Plan Sponsor: Tangoe Us INC.
- Sponsor EIN: 061571143
- Sponsor Address: 8888 KEYSTONE CROSSING SUITE 1300, INDIANAPOLIS, IN, 46240
- Plan Type: 401(k)
- Total Participants: 381
- Total Assets: $66.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 381 | $66.8M | $1.2M | $3.9M |
| 2023 | 446 | $62.7M | $1.3M | $4.3M |
| 2022 | 501 | $55.4M | $1.4M | $4.7M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $77,086 | — | $77,086 |
| GLOBAL RETIREMENT PARTNERS LLC | INVESTMENT ADVISOR | $44,938 | — | $44,938 |
| MERCER INVESTMENTS LLC | OTHER | $17,609 | — | $17,609 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $139,633
- Estimated Expense Ratio: 0.209% 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 | $140,732 | $46,037 | — | — | — |
| 2023 | $222,466 | $147,553 | — | $5,576 | — |
| 2022 | $198,334 | — | $198,334 | — | — |