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Original filing (PDF)20250709103837NAL0005574129001
TARGETBASE INC.
Form 5500
FILING_RECEIVED
TARGETBASE INC. PENSION PLAN
Defined-benefit pension plan
Signals · 2
100% in single holding~103 bps in Sched C fees
Active participants
33
Accounts w/ balance
—
Plan assets (EOY)
$22.1M
Net assets (EOY)
$22.1M
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)
84
/ 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
100
Concentration risk
75
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "[DFE: SHORT-TERM INVESTMENT FUND (no filing on disk)]" is 100% of plan.
- 103 bps in Schedule C fees — 255% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TARGETBASE INC..
Plan sponsor
Name
TARGETBASE INC.
EIN
75-1781525
Address
IN CARE OF OMNICOM CAPITAL INC. · 280 PARK AVENUE · NEW YORK, NY · 10017
Phone
(212) 415-3648
Industry
Professional & Technical Servicessee all
Plan administrator
Name
THE ANGELL PENSION GROUP, INC.
EIN
04-2530412
City
EAST PROVIDENCE, RI
Phone
(401) 438-9250
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-09
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | — | EAST PROVIDENCE, RI | NONE | $126K | — |
| CAP FINANCIAL PARTNERS LLC | — | FRANKLIN, TN | NONE | $33K | — |
| PKF O'CONNOR DAVIES | 27-1728945 | HARRISON, NY | NONE | $29K | — |
| DAVIS & GILBERT LLP | 13-1504385 | NEW YORK, NY | NONE | $25K | — |
| COMERICA BANK | 42-1741646 | — | NONE | $16K | — |
Investments
1 pooled fund· $260K(1% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SHORT-TERM INVESTMENT FUND COMERICA · EIN 38-2217511 / PN 001 | Common Collective Trust | — | — | $260K | 1.2% |