How big is Targetpath, LLC's plan?

Targetpath, LLC's plan reported $3.8M in assets and 12 participants for 2024.

Original filing (PDF)20250718132653NAL0001871345001

Targetpath, LLC

Name: Targetpath, LLC — Targetpath, LLC 401(k) Profit, Form 5500 (2024)
Creator: Targetpath, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Targetpath, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Targetpath, LLC's Targetpath, LLC 401(k) Profit Sharing Plan held $3.8M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

JEAN Budroe signed Targetpath, LLC's 2024 Form 5500 as plan administrator.

JEAN Budroe — 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

Targetpath, LLC's EIN is 26-4148287.

EIN 26-4148287

Plan number 001

Plan year 2024

ACK ID 20250718132653NAL0001871345001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

TARGETPATH, LLC

EIN

all filings

Address

9375 SW COMMERCE CIRCLE · SUITE 7A · WILSONVILLE, OR · 97070

Phone

(904) 891-9670

Industry

Professional & Technical Services

Plan administrator