How big is Tandem Wealth Advisors LLC's plan?

Tandem Wealth Advisors LLC's plan reported $479K in assets and 5 participants for 2024.

Original filing (PDF)20250620152721NAL0009959442001

Tandem Wealth Advisors LLC

Name: Tandem Wealth Advisors LLC — Tandem Wealth Advisors, Form 5500 (2024)
Creator: Tandem Wealth Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tandem Wealth Advisors LLC 401(k) Plan

401(k) retirement plan · Tandem Wealth Advisors LLC's Tandem Wealth Advisors LLC 401(k) Plan held $479K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$479K

Net assets (EOY)

$479K

People on this filing

Heather Stewart signed Tandem Wealth Advisors LLC's 2024 Form 5500 as plan administrator.

Heather Stewart — 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

Tandem Wealth Advisors LLC's EIN is 36-4696401.

EIN 36-4696401

Plan number 001

Plan year 2024

ACK ID 20250620152721NAL0009959442001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tandem Wealth Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tandem Wealth Advisors 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 TANDEM WEALTH ADVISORS LLC.

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score