Target Surveying 401(k) Plan
Sponsored by Target Surveying, Llc · EIN 272695337 · Plan #001
- Total assets
- $3.4M
- Net assets
- $3.4M
- Active participants
- 141
- With balances
- 156
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 |
|---|---|---|
| M Holdings Securities, Inc. CRD 43285 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $24,932 |
| M Holdings Securities, Inc. | Investment advisory (plan), Direct payment from the plan | $7,465 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |
| Mscs Fs Div Of Broadridge Bpo, Llp | Shareholder servicing fees, Sub-transfer agency fees, Soft dollars commissions | $0 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $3.4M | 141 | ack 20251013110206NAL0001768976001 |
| 01/01/2021 | $3.3M | 142 | ack 20251124072049NAL0002714128001 |