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TANDEM WEALTH MANAGEMENT

EIN 47-1986467-investment banking-Latest filing 2025
Plans
1
Retirement
1
$1.3M assets
Welfare
0
Participants
3
900 E. FRONT ST., SUITE 200 - TRAVERSE CITY, MI 49686231-486-6188LinkedIn1-10 employeesinvestment banking
Plans on this EIN
1 filing
#001401k-$1.3M - 3 part

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Retirement#001

TANDEM WEALTH MANAGEMENT 401(K) PLAN

401k

Assets$1.3M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TANDEM WEALTH MANAGEMENT 401(K) PLAN401k$1.3M32025
Retirement plans
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