KIM Patton signed Tandem Health SC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tandem Health SC's EIN is 57-1095992.
Download the official 2024 Form 5500 (PDF) for Tandem Health SC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tandem Health SC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | FORT WAYNE, SC | SERVICE PROVIDER | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 3G RETIREMENT SERVICES LLC | 27-4433997 | COLUMBIA, SC | TPA | $3K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LINCOLN LIFE SEPARATE ACOUNT 4K LINCOLN NATIONAL LIFE INSRUANCE CO · EIN 35-0472300 / PN 402 | Pooled Separate Account | — | — | $7.3M | 89.9% | |
| Lincoln AmerFunds AmerBal, 69,682.95 shares | Other securities | — | — | $1.5M | 18.2% | |
| Lincoln Vanguard 500 Index, 42,676.719 shares | Common Collective Trusts | — | — | $1.4M | 17.1% | |
| Lincoln MFS Growth Fund, 18,201.535 shares | Mutual Funds | — | — | $694K | 8.5% | |
| Lincoln Guaranteed investment account | Other securities | — | — | $669K | 8.2% | |
| Lincoln VG Target Ret 2025 Inv, 27,266,372 shares | Other securities | — | — | $492K | 6.1% | |
| Lincoln VG Target Ret 2035 Inv, 19,994.182 shares | Other securities | — | — | $406K | 5.0% | |
| Lincoln DFA US Sm Cp Val Prt Inst, 16,900.239 shares | Mutual Funds | — | — | $399K | 4.9% | |
| Lincoln VG Target Ret 2050 Inv SABH, 13,963.579 shares | Other securities | — | — | $319K | 3.9% | |
| Lincoln VG Target Ret 2040 Inv SABF, 14,236.885 shares | Other securities | — | — | $307K | 3.8% | |
| Lincoln VG Target Ret 2030 Inv, 15,470.513 shares | Other securities | — | — | $296K | 3.7% | |
| Lincoln Invesco Div Divdnd Fund, 11,410.767 shares | Mutual Funds | — | — | $225K | 2.8% | |
| Lincoln Fed Hermes Gov Ultsht Dur, 17,915.401 shares | Other securities | — | — | $214K | 2.6% | |
| Lincoln VG Target Ret 2045 Inv SABG, 9,405.13 shares | Other securities | — | — | $212K | 2.6% | |
| Lincoln MFS Mid Cap Growth, 10,055.737 shares | Mutual Funds | — | — | $205K | 2.5% | |
| Lincoln American Funds New World, 7,334.571 shares | Mutual Funds | — | — | $144K | 1.8% | |
| Lincoln VG Target Ret 2060 Inv SABL, 5,944.228 shares | Other securities | — | — | $136K | 1.7% | |
| Various Plan Participants Notes receivable from participants | Other securities | — | — | $129K | 1.6% | |
| Lincoln VG Target Ret 2055 Inv SABK, 3,632.833 shares | Other securities | — | — | $83K | 1.0% | |
| Lincoln Eaton Vance Inc Fund BOS, 4,327.428 shares | Common Stocks | — | — | $67K | 0.8% | |
| Lincoln VG Selected Val Inv Share, 1,704.013 shares | Other securities | — | — | $40K | 0.5% | |
| Lincoln Baird Aggregate Bond Inst, 3,367.737 shares | Other securities | — | — | $38K | 0.5% | |
| Lincoln VG REI Fund Admiral Shrs, 2,364.005 shares | Other securities | — | — | $35K | 0.4% | |
| Lincoln VG Target Ret Inc Inv SABM, 1,914.545 shares | Common Stocks | — | — | $28K | 0.3% | |
| Lincoln VG Int Val Inv Shares, 1,586.475 shares | Other securities | — | — | $27K | 0.3% | |
| Lincoln VG Div Grw Inv Shares SAAR, 784.672 shares | Other securities | — | — | $20K | 0.2% | |
| Lincoln AmerFunds Int Grw&Inc, 727.085 shares | Common Stocks | — | — | $12K | 0.2% | |
| Lincoln PGIM Jenn Sm Co Fnd Cl, 481.651 shares | Common Stocks | — | — | $12K | 0.2% | |
| Lincoln PIMCO Intl Bond Fnd Admin, 733.518 shares | Mutual Funds | — | — | $9K | 0.1% | |
| Lincoln Invesco Intl Growth, 562.823 shares | Mutual Funds | — | — | $9K | 0.1% | |
| Lincoln VG Target Ret 2065 Inv SAEN, 358.106 shares | Other securities | — | — | $7K | <0.1% | |
| Lincoln AmerFunds CapWldGrw&Inc, 196.247 shares | Common Stocks | — | — | $4K | <0.1% | |
| Lincoln VG Inflation Protectd Sec, 223.097 shares | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
