# Target Logistics Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/target-logistics-management-llc-401k-plan

> Target Logistics Management LLC's 401(k) plan: 758 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| CWM LLC|ADVISOR|$53,527|—|$53,527|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$37,257|—|$37,257|

| STRATEGIC ADVISORS, INC.|ADVISOR|$7,136|—|$7,136|

| WEAVER & TIDWELL, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CWM LLC](https://planprovider.pro/provider/carson-wealth-management-group) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [WEAVER & TIDWELL, LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $97,920

- **Estimated Expense Ratio:** 0.621% of plan assets

### 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|—|—|—|

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