How big is Tandem Wealth Management's plan?

Tandem Wealth Management's plan reported $977K in assets and 2 participants for 2024.

Original filing (PDF)20250401160519NAL0004469683001

Tandem Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Tandem Wealth Management 401(k) Plan

401(k) retirement plan · Tandem Wealth Management's Tandem Wealth Management 401(k) Plan held $977K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$977K

Net assets (EOY)

$977K

Plan identifiers

Tandem Wealth Management's EIN is 47-1986467.

EIN 47-1986467

Plan number 001

Plan year 2024

ACK ID 20250401160519NAL0004469683001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Tandem Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 MANAGEMENT.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

TANDEM WEALTH MANAGEMENT

EIN

all filings

Address

900 E. FRONT ST., SUITE 200 · TRAVERSE CITY, MI · 49686

Phone

(231) 486-6188

Industry

Finance & Insurance

Plan administrator