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Original filing (PDF)20251009101313NAL0010739584001
INTANDEM HUMAN RESOURCES, LLC
Form 5500
FILING_RECEIVED
ITHR 401(K) PLAN
401(k) retirement plan
Active participants
1,147
Accounts w/ balance
964
Plan assets (EOY)
$49.0M
Net assets (EOY)
$49.0M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 57 bps in Schedule C fees — 96% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTANDEM HUMAN RESOURCES, LLC.
Plan sponsor
Name
INTANDEM HUMAN RESOURCES, LLC
EIN
27-3961736
Address
650 S. CHERRY ST. · SUITE 1221 · DENVER, CO · 80246
Phone
(303) 955-7615
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
101
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
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)
2V · PEO multiple-employer plan
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BROCK AND COMPANY CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $129K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | INVESTMENT ADVISORY-PLAN | $132K | — |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | 26-4311657 | — | INVESTMENT ADVISORY-PLAN | $18K | — |
Investments
36 direct securities· $49.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $7.2M | 14.7% | |
| State Street State Street Target Retirement 2035 K | — | — | — | $5.5M | 11.3% | |
| State Street State Street Target Retirement 2045 K | — | — | — | $4.1M | 8.4% | |
| State Street State Street Target Retirement 2030 K | — | — | — | $3.6M | 7.3% | |
| State Street State Street Target Retirement 2055 K | — | — | — | $3.4M | 6.9% | |
| State Street State Street Target Retirement 2050 K | — | — | — | $3.0M | 6.1% | |
| State Street State Street Target Retirement 2025 K | — | — | — | $2.8M | 5.8% | |
| State Street State Street Target Retirement 2040 K | — | — | — | $2.8M | 5.7% | |
| State Street State Street Target Retirement 2060 K | — | — | — | $1.9M | 3.9% | |
| Fidelity Mid Cap Index | — | — | — | $1.9M | 3.8% | |
| State Street State Street Target Retirement Income K | — | — | — | $1.4M | 2.9% | |
| American Century American Century Ultra R6 | — | — | — | $1.3M | 2.7% | |
| Transamerica Stable Value Core Account, 1.65% | — | — | — | $1.2M | 2.4% | |
| Putnam Large Cap Value R6 | — | — | — | $1.1M | 2.2% | |
| MFS International Growth R6 | — | — | — | $1.0M | 2.1% | |
| State Street State Street Target Retirement 2020 K | — | — | — | $778K | 1.6% | |
| PGIM Total Return Bond R6 | — | — | — | $714K | 1.5% | |
| State Street State Street Target Retirement 2065 K | — | — | — | $709K | 1.4% | |
| Fidelity International Index | — | — | — | $691K | 1.4% | |
| Fidelity Small Cap Index | — | — | — | $654K | 1.3% | |
| Participants Loans to Participants (interest rates of 3.25% - 9.50%, various maturity dates) | — | — | — | $529K | 1.1% | |
| American Funds American Funds Bond Fund of America R6 | — | — | — | $503K | 1.0% | |
| American Funds American Funds New World R6 | — | — | — | $400K | 0.8% | |
| DFA US Targeted Value I | — | — | — | $383K | 0.8% | |
| PIMCO Income Instl | — | — | — | $240K | 0.5% | |
| Pioneer Balanced ESG K | — | — | — | $222K | 0.5% | |
| Fidelity U.S. Sustainability Index | — | — | — | $194K | 0.4% | |
| Janus Henderson Janus Henderson Enterprise N | — | — | — | $129K | 0.3% | |
| Calvert International Responsible Idx R6 | — | — | — | $125K | 0.3% | |
| Fidelity Inflation Protected Bond Index | — | — | — | $115K | 0.2% | |
| DFA Real Estate Securities I | — | — | — | $100K | 0.2% | |
| Putnam Small Cap Growth R6 | — | — | — | $91K | 0.2% | |
| PIMCO International Bond (USD Hedged) Instl | — | — | — | $69K | 0.1% | |
| American Century American Century Mid Cap Value R6 | — | — | — | $55K | 0.1% | |
| Reliance Trust Company Cash Reserve Account | — | — | — | $24K | <0.1% | |
| Calvert Bond R6 | — | — | — | $17K | <0.1% |
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