Back to filter
Original filing (PDF)20251008125920NAL0009444272001
TANDEM MANAGEMENT COMPANY, LLC
Form 5500
FILING_RECEIVED
APPLE 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
90
Accounts w/ balance
124
Plan assets (EOY)
$9.7M
Net assets (EOY)
$9.7M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
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
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: MIP CL 2 (no filing on disk)]" is 100% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TANDEM MANAGEMENT COMPANY, LLC.
Plan sponsor
Name
TANDEM MANAGEMENT COMPANY, LLC
EIN
22-3577393
Address
55 S. NEWMAN STREET · HACKENSACK, NJ · 07601
Phone
(201) 489-7400
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SAVASTANO,KAUFMAN&CO.,LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $19K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISORS LLC | 36-3258176 | — | ADVISOR | $20K | — |
Investments
1 pooled fund· $98K(1% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $98K | 1.0% |
Related plans
Other plans using CETERA INVESTMENT ADVISORS LLC
PLAN PROFESSIONALS, LLC
OPEN PEP
$355.0M · 18,762 participants
THE COMMON FUND FOR NONPROFITS
THE COMMONFUND RETIREMENT SAVINGS PLAN
$142.2M · 182 participants
DYNATA, LLC
DYNATA, LLC EMPLOYEE 401(K) PLAN
$114.1M · 4,474 participants
ICIMS
ICIMS 401(K) PLAN
$105.6M · 697 participants
METRO-WEST ANESTHESIA GROUP, INC.
METRO-WEST ANESTHESIA GROUP, INC. 401(K) PLAN
$96.5M · 193 participants
SANDBERG, PHOENIX & VON GONTARD P.C
SANDBERG, PHOENIX & VON GONTARD P.C. SAVINGS PLAN
$92.9M · 365 participants
Similar-size Health Care & Social Assistance plans
SCARC, INC
SCARC, INC. RETIREMENT PLAN
$9.7M · 167 participants
PLEASANT VIEW RETIREMENT COMMUNITY
PLEASANT VIEW RETIREMENT COMMUNITY 403(B) PLAN
$9.6M · 254 participants
ROCHESTER PRESBYTERIAN HOME
DEFINED BENEFIT PLAN OF ROCHESTER PRESBYTERIAN HOME
$9.6M · 106 participants
HILLCREST CONVALESCENT CENTER, INC.
HILLCREST CONVALESCENT CENTER 401(K) RETIREMENT PLAN
$9.7M · 260 participants
PEAK RESOURCES, INC.
PEAK RESOURCES, INC. 401(K) PLAN
$9.6M · 500 participants
PETER BECKER COMMUNITY
PETER BECKER COMMUNITY 403(B) PLAN
$9.7M · 311 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants