Plan Snapshot
- Plan Sponsor: Target Logistics Management LLC
- Sponsor EIN: 205528278
- Sponsor Address: 9320 LAKESIDE BOULEVARD, WOODLANDS, TX, 77381
- Plan Type: 401(k)
- Total Participants: 758
- Total Assets: $15.8M
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 | 758 | $15.8M | $1.1M | $1.9M |
| 2023 | 2,984 | $15.3M | $1.1M | $2.0M |
| 2022 | 886 | $11.4M | $695,059 | $1.8M |
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 |
|---|---|---|---|---|
| WEAVER & TIDWELL, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER & TIDWELL, 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 | $97,920 | $60,663 | — | — | — |
| 2023 | $73,341 | $41,350 | — | — | — |
| 2022 | $67,985 | $3,578 | — | — | — |