Original filing (PDF)20251124072049NAL0002714128001

TARGET SURVEYING, LLC

Name: TARGET SURVEYING, LLC — TARGET SURVEYING 401(K) PLAN, Form 5500 (2024)
Creator: TARGET SURVEYING, LLC

Form 5500

FILING_RECEIVED

TARGET SURVEYING 401(K) PLAN

401(k) retirement plan

Signals · 3

Late filing · 36.3 mo100% in single holdingNo recordkeeper disclosed

Active participants

142

Accounts w/ balance

183

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

How this plan invests

This plan

1 pooled trust

Schedule D

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

Participation health

100

Knocking points off

Filed 36.3 months past the 10.5-month grace window.
Top holding "[DFE: EQUITABLE FINANCIAL LIFE INSURANCE COMPANY POOLED SA065 (extraction pending)]" is 100% of plan.
No recordkeeper disclosed on Schedule C.

Helping the score

No Schedule C compensation disclosed — likely a small plan or unbundled.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TARGET SURVEYING, LLC.

Plan sponsor

Name

TARGET SURVEYING, LLC

EIN

27-2695337

Address

6250 N MILITARY TRL STE 102 · WEST PALM BEACH, FL · 334071407

Phone

(561) 640-4800

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2021-01-01

Tax period

2021-12-31

Filed

2025-11-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

MARK ESCOFFERY, P.A.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security · 1 pooled fund· $6.5M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Uncategorized

$3.3M

1 holding

Pooled Separate Account

$3.3M

1 holding

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	[DFE: EQUITABLE FINANCIAL LIFE INSURANCE COMPANY POOLED SA065 (extraction pending)]	—	—	—	$3.3M	98.9%
	SEPARATE ACCOUNT 65 EQUITABLE · EIN 13-5570651 / PN 065	Pooled Separate Account	—	—	$3.3M	98.9%