Target Logistics Management, LLC 401(K) Plan — Form 5500 plan (Target Logistics Management LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Target Logistics Management, LLC 401(K) Plan is a benefit plan reported by Target Logistics Management LLC under EIN 20-5528278 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,214 participants and $15,260,494 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Target Logistics Management LLC
EIN
20-5528278
Plan number
002
Plan type
2
Location
Woodlands, TX
Latest filing year
2023
Participants
1,214
End-of-year plan assets
$15,260,494

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,214H, C20241011144206NAL0022948593001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,260,494
Total liabilities (EOY)
$0
Net assets (EOY)
$15,260,494
Net assets (BOY)
$11,439,359

Income & contributions

Employer contributions
$1,099,100
Participant contributions
$2,039,926
Total contributions
$3,246,721
Total income / additions
$5,575,030

Expenses & distributions

Benefits paid
$1,657,742
Administrative expenses
$73,341
Total expenses
$1,753,895
Net increase / (decrease)
$3,821,135

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cwm LLCADVISOR$36,755not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$31,991$02023

Related Form 5500 pages