# Targeted Solutions, LLC 401(k) Plan
Source: https://planprovider.pro/companies/targeted-solutions-llc-262343816-501

> Targeted Solutions, LLC's 401(k) plan: 122 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Targeted Solutions, LLC

- **Sponsor EIN:** 262343816

- **Sponsor Address:** 169 TUKERTON RD, READING, PA, 19605

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 122

- **Total Assets:** $267,451

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|122|$267,451|$0|$0|

| 2024|99|$62,279|$626,829|$214,494|

| 2023|90|$23,855|$444,953|$236,787|

| 2022|85|$83,578|$30,763|$13,725|

## 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|

| THE BENECON GROUP|Investment Advisor|$82,114|—|$82,114|

| PATRIOT (POWER-KUNKLE GROUP, INC.)|Investment Advisor|$52,284|—|$52,284|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $134,398

- **Estimated Expense Ratio:** 50.251% 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|

| 2025|$1,023,710|—|—|—|—|

| 2024|$744,430|—|—|—|—|

| 2023|$710,360|—|—|—|—|

| 2022|-$32,645|—|—|—|—|

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