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Original filing (PDF)20251002142033NAL0000389091001
TANGO MANAGEMENT CONSULTING, LLC
Form 5500
FILING_RECEIVED
TANGO 401(K) PLAN
401(k) retirement plan
Active participants
234
Accounts w/ balance
251
Plan assets (EOY)
$30.7M
Net assets (EOY)
$30.7M
How this plan invests
This plan
13 pooled trusts
Schedule D
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TANGO MANAGEMENT CONSULTING, LLC.
Plan sponsor
Name
TANGO MANAGEMENT CONSULTING, LLC
EIN
26-1691118
Address
9797 ROMBAUER RD · STE 450 · COPPELL, TX · 75019
Phone
(804) 745-0467
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $20K | — |
Investments
29 direct securities · 13 pooled funds· $30.4M(99% 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.
Uncategorized
$16.1M
29 holdings
Common Collective Trust
$14.3M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GG TRP RD 2035 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289835 / PN 001 | Common Collective Trust | 413,437 | — | $5.2M | 16.8% | |
| Fidelity Blue Chip Growth K6 Fund | — | 87,609 | — | $3.2M | 10.5% | |
| Fidelity Brokerage Link Account (self-directed) | — | — | — | $3.1M | 10.1% | |
| GG TRP RD 2045 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289837 / PN 001 | Common Collective Trust | 231,759 | — | $3.0M | 9.8% | |
| Fidelity 500 Index | — | 11,164 | — | $2.3M | 7.4% | |
| Fidelity Select Software & Computer Portfolio | — | 62,484 | — | $1.7M | 5.6% | |
| GG TRP RD 2050 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289838 / PN 001 | Common Collective Trust | 105,504 | — | $1.4M | 4.5% | |
| GG TRP RD 2040 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289836 / PN 001 | Common Collective Trust | 100,280 | — | $1.3M | 4.2% | |
| GG TRP RD 2055 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289839 / PN 001 | Common Collective Trust | 96,153 | — | $1.3M | 4.1% | |
| Fidelity Government Money Market Fund Class K6 | — | 923,788 | — | $924K | 3.0% | |
| GG TRP RD 2030 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289834 / PN 001 | Common Collective Trust | 64,191 | — | $783K | 2.5% | |
| Fidelity OTC K6 Portfolio | — | 27,713 | — | $716K | 2.3% | |
| GG TRP RD 2025 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289833 / PN 001 | Common Collective Trust | 57,044 | — | $682K | 2.2% | |
| Fidelity Select Energy Portfolio | — | 8,224 | — | $467K | 1.5% | |
| Loomis Sayles Small Cap Growth Fund | — | 12,833 | — | $381K | 1.2% | |
| Participant Loans | — | — | — | $364K | 1.2% | |
| GG TRP RD 2060 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289840 / PN 001 | Common Collective Trust | 25,346 | — | $330K | 1.1% | |
| Victory Sycamore Established Value A | — | 7,048 | — | $324K | 1.1% | |
| Fidelity International Index | — | 5,826 | — | $277K | 0.9% | |
| JP Morgan Mid Cap Growth Fund I | — | 4,220 | — | $268K | 0.9% | |
| T. Rowe Price Dividend Growth | — | 3,346 | — | $257K | 0.8% | |
| Fidelity Mid Cap Index | — | 7,437 | — | $251K | 0.8% | |
| JP Morgan US Value Fund R6 | — | 2,679 | — | $224K | 0.7% | |
| Franklin Utilities R6 | — | 9,342 | — | $213K | 0.7% | |
| Fidelity Puritan Fund Class K | — | 7,826 | — | $194K | 0.6% | |
| Fidelity Select Healthcare Portfolio | — | 7,101 | — | $193K | 0.6% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | 16,354 | — | $183K | 0.6% | |
| JP Morgan Emerging Markets Equity | — | 5,484 | — | $166K | 0.5% | |
| INTERNATIONAL EQ R1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | 10,278 | — | $121K | 0.4% | |
| Fidelity Growth Strategies K6 Fund | — | 6,142 | — | $110K | 0.4% | |
| Fidelity Total Market Index Fund | — | 599 | — | $97K | 0.3% | |
| Fidelity US Bond Index | — | 6,980 | — | $71K | 0.2% | |
| Fidelity Small Cap Index | — | 2,330 | — | $65K | 0.2% | |
| GG TRP RD 2020 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289832 / PN 001 | Common Collective Trust | 5,118 | — | $60K | 0.2% | |
| Fidelity Total Bond K6 Fund | — | 6,528 | — | $57K | 0.2% | |
| GG TRP RD 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289841 / PN 001 | Common Collective Trust | 4,076 | — | $53K | 0.2% | |
| Fidelity Real Estate Index | — | 2,931 | — | $47K | 0.2% | |
| Fidelity Small Cap Value Fund | — | 1,816 | — | $37K | 0.1% | |
| Fidelity Real Estate Investment Portfolio | — | 734 | — | $28K | <0.1% | |
| GG TRP RD 2015 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289831 / PN 001 | Common Collective Trust | 1,967 | — | $23K | <0.1% | |
| PGIM Jennison Natural Resources Fund – Class R6 | — | 202 | — | $11K | <0.1% | |
| Fidelity Equity Income K6 | — | 508 | — | $8K | <0.1% |