2023 Form 5500 filing — Target Logistics Management, LLC 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011144206NAL0022948593001) for Target Logistics Management, LLC 401(K) Plan, reported by Target Logistics Management LLC under EIN 20-5528278 and plan number 002. It reports 1,214 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011144206NAL0022948593001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Target Logistics Management LLC
- EIN
- 20-5528278
- Plan number
- 002
- Location
- Woodlands, TX
- Participants
- 1,214
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,260,494
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,260,494
- Employer contributions
- $1,099,100
- Participant contributions
- $2,039,926
- Total income / additions
- $5,575,030
- Benefits paid
- $1,657,742
- Administrative expenses
- $73,341
- Total expenses
- $1,753,895
- Net increase / (decrease)
- $3,821,135
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cwm LLC | ADVISOR | $36,755 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $31,991 | $0 |