How big is Targeted Approach LLC's plan?

Targeted Approach LLC's plan reported $2.7M in assets and 60 participants for 2024.

Original filing (PDF)20250723132948NAL0003519825001

Targeted Approach LLC

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

Form 5500-SF

FILING_RECEIVED

Targeted Approach LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Targeted Approach LLC's Targeted Approach LLC 401(k) Profit Sharing Plan & Trust held $2.7M in plan assets for 60 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Edward Rojas signed Targeted Approach LLC's 2024 Form 5500 as plan administrator.

Edward Rojas — 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 Approach LLC's EIN is 46-4578845.

EIN 46-4578845

Plan number 001

Plan year 2024

ACK ID 20250723132948NAL0003519825001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Targeted Approach 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 APPROACH 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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off