Plan Snapshot
- Plan Sponsor: On-Target Supplies & Logistics, Ltd.
- Sponsor EIN: 752593466
- Sponsor Address: 1133 SOUTH MADISON AVENUE, DALLAS, TX, 75208
- Plan Type: 401(k)
- Total Participants: 266
- Total Assets: $5.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 266 | $5.0M | $111,639 | $704,645 |
| 2023 | 220 | $4.1M | $115,218 | $674,265 |
| 2022 | 226 | $2.6M | $84,144 | $429,419 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BAKER TILLY, US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY, US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $27,592 | $1,434 | — | — | — |
| 2023 | $20,655 | $1,390 | — | — | — |
| 2022 | $13,359 | $466 | — | — | — |