Plan Ledger DOL Form 5500 · updated monthly

New Tangram, LLC401(k)

TANGRAM INTERIORS EMPLOYEES RETIREMENT PLAN · SANTA FE SPRINGS, CA · plan year 2024

Reported admin expense ratio · 2024
0.35%

New Tangram, LLC reported $121,815 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.02% to 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 2,302nd-largest of 9,483 plans among California employers on file, and the 876th of 5,215 in retail trade.

Plan summary
Net assets, end of year$36,282,296
Participants with balances525
Active participants379
Employer contributions—
Employee contributions$2,740,372
Employer contribution per active participant—
Average account balance$69,109
Benefits paid to participants$2,866,224
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$36.3M · 525 accts
2023$32.4M · 558 accts
2022$30.3M · 562 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$121,815
Total administrative$121,815
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
CREATIVE PLANNING LLC · Investment advisory (plan)$40,000
ACTUARIAL BENEFITS CORP. · Contract administrator$9,500

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$121,815 · 0.35%
2023$5,488 · 0.02%
2022$6,453 · 0.02%
Same employer
Similar plansRetail Trade · California
Berkeley Bowl Produce Inc CA$37.4M · 0.41%
Ghost Management Group, LLC CA$37.2M · 0.32%
Maita Auto Group CA$36.0M · 0.33%
Valence Media, LLC. CA$35.8M · 0.34%
1661, Inc. dba Goat CA$34.8M · 0.43%
Arbonne International LLC CA$34.8M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371428740 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.