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Original filing (PDF)20250910141750NAL0035656528001
NEW TANGRAM, LLC
Form 5500
FILING_RECEIVED
TANGRAM INTERIORS EMPLOYEES RETIREMENT PLAN
401(k) retirement plan
Active participants
379
Accounts w/ balance
525
Plan assets (EOY)
$36.3M
Net assets (EOY)
$36.3M
How this plan invests
This plan
5 pooled trusts
Schedule D
23 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW TANGRAM, LLC.
Plan sponsor
Name
NEW TANGRAM, LLC
EIN
37-1428740
Address
9200 SORENSEN AVENUE · SANTA FE SPRINGS, CA · 906702645
Phone
(562) 365-5050
Industry
Retail Tradesee 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
2025-09-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $51K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 43-1270780 | — | INVESTMENT ADVISORY | $40K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACTUARIAL BENEFITS CORP. | 95-4724815 | — | CONSULTING | $10K | — |
Investments
20 direct securities · 5 pooled funds· $42.7M(100% 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
$27.8M
19 holdings
Pooled Separate Account
$13.7M
5 holdings
Mutual Funds
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Am Fnd Europacfic Grth R6 | — | — | — | $6.1M | 16.7% | |
| Empower Annuity Insurance Company Lcg/Mfs Fund | — | — | — | $4.7M | 12.9% | |
| LARGE CAP GROWTH / MFS FUND EMPOWER ANNUITY INSRUANCE COMPANY · EIN 06-1050034 / PN 350 | Pooled Separate Account | — | — | $4.7M | 12.9% | |
| Guaranteed Interest Account * Empower Annuity Insurance Company Guaranteed Income Fund | — | — | — | $3.9M | 10.8% | |
| Fidelity 500 Index Fund | — | — | — | $3.7M | 10.1% | |
| BLACKROCK EQUITY DIVIDEND EMPOWER ANNUITY INSRUANCE COMPANY · EIN 06-1050034 / PN 840 | Pooled Separate Account | — | — | $3.5M | 9.6% | |
| PGIM Total Return Bond R6 | — | — | — | $2.5M | 6.8% | |
| AMERICAN CENTURY MID CAP VAL EMPOWER ANNUITY INSRUANCE COMPANY · EIN 06-1050034 / PN 850 | Pooled Separate Account | — | — | $2.3M | 6.4% | |
| Empower Annuity Insurance Company Mcg/Artisan Partner | — | — | — | $1.7M | 4.6% | |
| MID CAP WROWTH/ ARTISAN PARTNERS FU EMPOWER ANNUITY INSRUANCE COMPANY · EIN 06-1050034 / PN 185 | Pooled Separate Account | — | — | $1.7M | 4.6% | |
| Invesco Discovery R6 | — | — | — | $1.6M | 4.5% | |
| DAY ONE INCOME FLEX TARGET BALANCE EMPOWER ANNUITY INSRUANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $1.6M | 4.4% | |
| American Beacon Amer Beacon Sc Val R5 | Mutual Funds | — | — | $1.1M | 3.1% | |
| Fidelity Ext Market Idx | — | — | — | $687K | 1.9% | |
| Participant Loans 4.25% to 9.50% | — | — | — | $649K | 1.8% | |
| Pimco Real Rtn Fd Inst | — | — | — | $644K | 1.8% | |
| Fidelity U.S. Bond Index | — | — | — | $635K | 1.8% | |
| Fidelity Small Cap Index | — | — | — | $368K | 1.0% | |
| Invesco Dev Mkts R6 | — | — | — | $204K | 0.6% | |
| Oakmark Intl Instl | — | — | — | $128K | 0.4% | |
| American Funds Amercn Fd Cap Wrld Bd R6 | — | — | — | $119K | 0.3% | |
| Fidelity International Index | — | — | — | $105K | 0.3% | |
| Principal Gbl Re Sec R6 | — | — | — | $64K | 0.2% | |
| MFS Intl New Discovery R6 | — | — | — | $52K | 0.1% | |
| Principal Prpl Divs Real Asset R6 | — | — | — | $6K | <0.1% |
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