Form 5500 Search

TANDEM FINANCIAL

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
4
Active participants
19,131
Total plan assets
$16.9B
Filings (rows)
4
Direct comp
$6K
Indirect comp
$139K

SERVICES PROVIDED

Other3
Advisor / Consultant1

Top plans served

All 4 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISOR
17,444$16.8B$6K
CATHOLIC CHARITIES & COMMUNITY SVC
403(B) THRIFT PLAN OF THE CATHOLIC CHARITIES
DENVER, CO
Other
SERVICE PROVIDER
516$22.7M$0
CATHOLIC CHARITIES & COMMUNITY SVC
403(B) THRIFT PLAN OF THE CATHOLIC CHARITIES
DENVER, CO
Other
SERVICE PROVIDER
595$19.6M$0
CATHOLIC CHARITIES & COMMUNITY SVC
403(B) THRIFT PLAN OF THE CATHOLIC CHARITIES
DENVER, CO
Other
SERVICE PROVIDER
576$16.2M$0
TANDEM FINANCIAL — Form 5500 Service Provider Profile | Form 5500 Search