· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
TANG ADVISORS, LLC — TANG ADVISORS, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251015130748NAL0002457363001
TANG ADVISORS, LLC
Form 5500-SF
FILING_RECEIVED
TANG ADVISORS, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
38
Accounts w/ balance
58
Plan assets (EOY)
$14.8M
Net assets (EOY)
$14.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
TANG ADVISORS, LLC
.
Find decision makers
Plan sponsor
Name
TANG ADVISORS, LLC
EIN
75-2997000
Address
4747 EXECUTIVE DRIVE, SUITE 210 · SAN DIEGO, CA · 92121
Phone
(858) 200-3830
Industry
Finance & Insurance
see 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
SIMON QUICK ADVISORS, LLC
SIMON QUICK ADVISORS 401K PLAN
$14.8M · 81 participants
LORD BALTIMORE CAPITAL PARTNERS LLC
LORD BALTIMORE SAVINGS PLAN
$14.8M · 17 participants
BADGLEY PHELPS WEALTH MANAGERS, LLC
BADGLEY PHELPS WEALTH MANAGERS, LLC 401(K) PLAN
$14.8M · 38 participants
STONEHENGE PARTNERS CORPORATION
STONEHENGE PARTNERS CORP 401(K) PLAN
$14.8M · 16 participants
CAPITAL ADVISORS GROUP, INC.
CAPITAL ADVISORS GROUP 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$14.8M · 30 participants
WASSERSTEIN & CO LP
WASSERSTEIN & CO LP 401K PLAN
$14.9M · 4 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B