How big is Tandem Financial, LLC's plan?

Tandem Financial, LLC's plan reported $587K in assets and 7 participants for 2025.

Original filing (PDF)20260324092747NAL0003497731001

Tandem Financial, LLC

Name: Tandem Financial, LLC — Tandem Financial 401(k) Plan, Form 5500 (2025)
Creator: Tandem Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tandem Financial 401(k) Plan

401(k) retirement plan · Tandem Financial, LLC's Tandem Financial 401(k) Plan held $587K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$587K

Net assets (EOY)

$587K

People on this filing

Ryan Erickson signed Tandem Financial, LLC's 2025 Form 5500 as plan administrator.

Ryan Erickson — 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 Financial, LLC's EIN is 82-4386489.

EIN 82-4386489

Plan number 001

Plan year 2025

ACK ID 20260324092747NAL0003497731001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Tandem Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Tandem Financial, LLC'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 FINANCIAL, 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