How big is Intandem Human Resources, LLC's plan?

Intandem Human Resources, LLC's plan reported $49.0M in assets and 1,147 participants for 2024.

Original filing (PDF)20251009101313NAL0010739584001

Intandem Human Resources, LLC

Name: Intandem Human Resources, LLC — ITHR 401(k) Plan, Form 5500 (2024)
Creator: Intandem Human Resources, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

ITHR 401(k) Plan

401(k) retirement plan · Intandem Human Resources, LLC's ITHR 401(k) Plan held $49.0M in plan assets for 1,147 participants in 2024, with Transamerica as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

1,147

Accounts w/ balance

964

Plan assets (EOY)

$49.0M

Net assets (EOY)

$49.0M

People on this filing

Monica Denler signed Intandem Human Resources, LLC's 2024 Form 5500 as plan administrator.

Monica Denler — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Intandem Human Resources, LLC's EIN is 27-3961736.

EIN 27-3961736

Plan number 101

Plan year 2024

ACK ID 20251009101313NAL0010739584001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Intandem Human Resources, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Intandem Human Resources, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INTANDEM HUMAN RESOURCES, LLC.

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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

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 2K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (16th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).

Plan sponsor

Name

INTANDEM HUMAN RESOURCES, LLC

EIN

all filings

Address

650 S. CHERRY ST. · SUITE 1221 · DENVER, CO · 80246

Phone

(303) 955-7615

Industry

Admin Support & Waste Mgmt

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

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORDKEEPER	$129K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
COMMONWEALTH FINANCIAL NETWORK	04-2675571	—	INVESTMENT ADVISORY-PLAN	$132K	—
LEAFHOUSE FINANCIAL ADVISORS, LLC

Investments

36 direct securities· $49.0M(100% of reported assets)

Other securities

$32.4M

15 holdings

Mutual Funds

$7.5M

15 holdings

Common Collective Trusts

$7.4M

2 holdings

Stable Value

$1.2M

1 holding

Bonds / Notes

$529K

1 holding

Cash / Money Market

$24K

1 holding

U.S. Treasuries

$17K

1 holding

					% of plan
Fidelity 500 Index	Common Collective Trusts	—	—	$7.2M	14.7%
State Street State Street Target Retirement 2035 K	Other securities	—	—	$5.5M	11.3%
State Street State Street Target Retirement 2045 K	Other securities	—	—	$4.1M	8.4%
State Street State Street Target Retirement 2030 K	Other securities	—	—	$3.6M	7.3%
State Street State Street Target Retirement 2055 K	Other securities	—	—	$3.4M	6.9%
State Street State Street Target Retirement 2050 K	Other securities	—	—	$3.0M	6.1%
State Street State Street Target Retirement 2025 K	Other securities	—	—	$2.8M	5.8%
State Street State Street Target Retirement 2040 K	Other securities	—	—	$2.8M	5.7%
State Street State Street Target Retirement 2060 K	Other securities	—	—	$1.9M	3.9%
Fidelity Mid Cap Index	Mutual Funds	—	—	$1.9M	3.8%
State Street State Street Target Retirement Income K	Other securities	—	—	$1.4M	2.9%
American Century American Century Ultra R6	Other securities	—	—	$1.3M	2.7%
Transamerica Stable Value Core Account, 1.65%	Stable Value	—	—	$1.2M	2.4%
Putnam Large Cap Value R6	Mutual Funds	—	—	$1.1M	2.2%
MFS International Growth R6	Mutual Funds	—	—	$1.0M	2.1%
State Street State Street Target Retirement 2020 K	Other securities	—	—	$778K	1.6%
PGIM Total Return Bond R6	Other securities	—	—	$714K	1.5%
State Street State Street Target Retirement 2065 K	Other securities	—	—	$709K	1.4%
Fidelity International Index	Mutual Funds	—	—	$691K	1.4%
Fidelity Small Cap Index	Mutual Funds	—	—	$654K	1.3%
Participants Loans to Participants (interest rates of 3.25% - 9.50%, various maturity dates)	Bonds / Notes	—	—	$529K	1.1%
American Funds American Funds Bond Fund of America R6	Mutual Funds	—	—	$503K	1.0%
American Funds American Funds New World R6	Mutual Funds	—	—	$400K	0.8%
DFA US Targeted Value I	Mutual Funds	—	—	$383K	0.8%
PIMCO Income Instl	Mutual Funds	—	—	$240K	0.5%
Pioneer Balanced ESG K	Other securities	—	—	$222K	0.5%
Fidelity U.S. Sustainability Index	Mutual Funds	—	—	$194K	0.4%
Janus Henderson Janus Henderson Enterprise N	Mutual Funds	—	—	$129K	0.3%
Calvert International Responsible Idx R6	Common Collective Trusts	—	—	$125K	0.3%
Fidelity Inflation Protected Bond Index	Mutual Funds	—	—	$115K	0.2%
DFA Real Estate Securities I	Mutual Funds	—	—	$100K	0.2%
Putnam Small Cap Growth R6	Mutual Funds	—	—	$91K	0.2%
PIMCO International Bond (USD Hedged) Instl	Mutual Funds	—	—	$69K	0.1%
American Century American Century Mid Cap Value R6	Other securities	—	—	$55K	0.1%
Reliance Trust Company Cash Reserve Account	Cash / Money Market	—	—	$24K	<0.1%
Calvert Bond R6	U.S. Treasuries	—	—	$17K	<0.1%