Plan Ledger DOL Form 5500 · updated monthly

Tandigm Health, LLC401(k)

TANDIGM HEALTH, LLC 401(K) PLAN · WEST CONSHOHOCKEN, PA · plan year 2024

Reported admin expense ratio · 2024
0.31%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Tandigm Health, LLC reported $112,447 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $10,753 per active participant. 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 fell from 0.33% to 0.31%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 968th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,990th of 4,798 in finance & insurance. In 2024, employees put in $1.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$39,342,033
Participants with balances290
Active participants249
Employer contributions$2,677,599
Employee contributions$3,402,445
Employer contribution per active participant$10,753
Average account balance$135,662
Benefits paid to participants$5,557,678
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$39.3M · 290 accts · $2.7M emplr
2023$33.9M · 295 accts · $2.6M emplr
2022$25.0M · 268 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$112,447
Total administrative$112,447
The Tandigm Health, LLC 401(k) match · 2024
Employer contribution per active participant$10,753
Median for plans this size$2,416
2024$10,753 per active participant
2023$9,660 per active participant
2022$8,440 per active participant

Tandigm Health, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

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 · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$112,447
KESTRA INVESTMENT SERVICES LLC · Other servicesindirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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$112,447 · 0.31%
2023$99,737 · 0.34%
2022$83,249 · 0.33%
Same employer
Similar plansFinance & Insurance · Pennsylvania
Henderson Brothers, Inc. PA$40.2M · 0.20%
Diamond Credit Union PA$39.7M · 0.04%
Allegheny Financial Group PA$39.2M · 0.00%
Acnb Bank PA$38.2M · 0.09%
Qnb Corp. PA$37.1M

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Source: U.S. Department of Labor, Form 5500 series, EIN 465339475 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.