Tandem HR, LLC's EIN is 20-5628549.
Download the official 2023 Form 5500 (PDF) for Tandem HR, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Tandem HR, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 42-1484983 | — | NONE | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $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 | — |
| UHY LLP | 38-1910111 | — | NONE | $8K | — |
| MRPR GROUP, P.C. | 38-1241969 | — | NONE | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $32.7M | 11.5% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $27.8M | 9.7% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $22.5M | 7.9% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $22.4M | 7.9% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $22.3M | 7.8% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $19.5M | 6.8% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $18.9M | 6.6% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $13.3M | 4.6% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $9.8M | 3.4% | |
| Alliance Bernstein Large Cap Growth Fund | Other securities | — | — | $9.2M | 3.2% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $8.0M | 2.8% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $7.5M | 2.6% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $7.0M | 2.5% | |
| Blackrock Funds International Index Fund | Common Collective Trusts | — | — | $6.9M | 2.4% | |
| METLIFE GRP ANNUITY CONTRACT 25554 WILMINGTON TRUST, NA · EIN 23-0835060 / PN 004 | Common Collective Trust | — | — | $6.0M | 2.1% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $5.5M | 1.9% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $4.2M | 1.5% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $4.1M | 1.4% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $3.4M | 1.2% | |
| Dodge & Cox Balanced Fund | Mutual Funds | — | — | $3.1M | 1.1% | |
| Metropolitan West Total Return Bond Fund | Other securities | — | — | $2.7M | 1.0% | |
| Franklin Small Cap Value Fund | Mutual Funds | — | — | $2.7M | 0.9% | |
| Invesco Funds Discover Fund | Mutual Funds | — | — | $2.5M | 0.9% | |
| Carillon Funds Mid Cap Growth Fund | Other securities | — | — | $2.5M | 0.9% | |
| DFA Funds Emerging Markets Fund | Mutual Funds | — | — | $2.4M | 0.8% | |
| Participant loans 4.25% to 9.50%, maturing through October 2042 -0- | Bonds / Notes | — | — | $2.3M | 0.8% | |
| Charles Schwab Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $2.1M | 0.7% | |
| American Funds American High Income Fund | Mutual Funds | — | — | $2.1M | 0.7% | |
| Vanguard Inflation Protection Fund | Mutual Funds | — | — | $2.0M | 0.7% | |
| Columbia Select Mid Cap Value Fund | Other securities | — | — | $1.8M | 0.6% | |
| PIMCO Real Return Institutional Fund ** 10 Vanguard FTSE Social Index Fund | Common Collective Trusts | — | — | $1.5M | 0.5% | |
| Nuveen Real Estate Securities Fund | Mutual Funds | — | — | $1.4M | 0.5% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $1.2M | 0.4% | |
| Registered investment companies American Century Government Bond Institutional Fund | U.S. Treasuries | — | — | $1.1M | 0.4% | |
| Vanguard Short-Term Investment Grade Fund | Mutual Funds | — | — | $610K | 0.2% | |
| Lord Abbott Funds Bond Debenture Fund ** 17 Pear Tree Fund Small Cap Value Fund | Other securities | — | — | $462K | 0.2% | |
| Vanguard Target Fund | Mutual Funds | — | — | $72K | <0.1% | |
| Harbor Funds Capital Appreciation Fund | Mutual Funds | — | — | $18K | <0.1% | |
| 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% |
