AUMdb

Target Logistics Management, Llc 401(k) Plan

Sponsored by Target Logistics Management Llc · EIN 205528278 · Plan #002

Total assets
$15.8M
Net assets
$15.8M
Active participants
758
With balances
803

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Cwm Llc Investment advisory (plan) $53,527
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $37,257
Strategic Advisors, Inc. Investment advisory (plan) $7,136