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Original filing (PDF)20241010083935NAL0009831091001
TANDEM HR, LLC
Form 5500
FILING_RECEIVED
TANDEM HR, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
9,692
Accounts w/ balance
5,540
Plan assets (EOY)
$285.3M
Net assets (EOY)
$285.3M
How this plan invests
This plan
3 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
80
Knocking points off
- 65 bps in Schedule C fees — 548% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- 57% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TANDEM HR, LLC.
Plan sponsor
Name
TANDEM HR, LLC
EIN
20-5628549
Address
2400 WOLF ROAD · SUITE 100 · WESTCHESTER, IL · 60154
Phone
(630) 755-2107
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
2W · Pooled employer plan (PEP)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $1.1M | — |
| TANDEM HR, LLC | 36-4231315 | — | NONE | $480K | — |
| FORVIS MAZARS, LLP | 44-0160260 | — | NONE | $101K | — |
| BKS FINANCIAL INVESTMENTS LLC | 84-1921272 | — | NONE | $70K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $27K | — |
| TRANSAMERICA RETIREMENT SOLUTIONS, | 42-1484983 | — | NONE | $11K | — |
| UHY LLP | 38-1910111 | — | NONE | $8K | — |
| MRPR GROUP, P.C. | 38-1241969 | — | NONE | $6K | — |
Investments
3 pooled funds· $6.0M(2% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| METLIFE GRP ANNUITY CONTRACT 25554 WILMINGTON TRUST, NA · EIN 23-0835060 / PN 004 | Common Collective Trust | $6.0M | 2.1% |
| WELLS FARGO STABLE VALUE FD CL C WELLS FARGO BANK NA · EIN 52-2250946 / PN 001 | Common Collective Trust | $0 | <0.1% |
| GOLDMAN SACHS SVF SERIES CLASS 1 GOLDMAN SACHS TRUST COMPANY NA · EIN 56-2111626 / PN 002 | Common Collective Trust | $0 | <0.1% |