How big is Targeted Solutions, LLC's plan?

Targeted Solutions, LLC's plan reported $3.4M in assets and 102 participants for 2024.

Original filing (PDF)20250718155601NAL0000960595001

Targeted Solutions, LLC

Name: Targeted Solutions, LLC — Targeted Solutions LLC, Form 5500 (2024)
Creator: Targeted Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Targeted Solutions LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Targeted Solutions, LLC's Targeted Solutions LLC 401(k) Profit Sharing Plan and Trust held $3.4M in plan assets for 102 participants in 2024.

Active participants

102

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

Mary Lemon signed Targeted Solutions, LLC's 2024 Form 5500 as plan administrator.

Mary Lemon — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Targeted Solutions, LLC's EIN is 26-2343816.

EIN 26-2343816

Plan number 001

Plan year 2024

ACK ID 20250718155601NAL0000960595001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Targeted Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Targeted Solutions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TARGETED SOLUTIONS, LLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).

Helping the score