Plan Snapshot
- Plan Sponsor: Target Surveying, LLC
- Sponsor EIN: 272695337
- Sponsor Address: 6250 N MILITARY TRAIL #102, WEST PALM BEACH, FL, 33407
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 141 | $3.4M | $252,468 | $216,011 |
| 2023 | 147 | $2.9M | $247,929 | $196,992 |
| 2022 | 142 | $3.0M | $250,093 | $180,143 |
| 2021 | 142 | $3.3M | $0 | $0 |
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 |
|---|---|---|---|---|
| MARK ESCOFFERY, P.A | Auditor | — | — | $0 |
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 | $32,397 | $7,465 | — | — | — |
| 2023 | $22,361 | $5,669 | — | — | — |
| 2022 | $22,730 | — | $22,730 | — | — |
| 2021 | $35,327 | — | $6,097 | — | — |