How big is On-Target Supplies & Logistics, Ltd.'s plan?

On-Target Supplies & Logistics, Ltd.'s plan reported $5.0M in assets and 266 participants for 2024.

Original filing (PDF)20251013164022NAL0001611457001

On-Target Supplies & Logistics, Ltd.

Name: On-Target Supplies & Logistics, Ltd. — On-Target, Form 5500 (2024)
Creator: On-Target Supplies & Logistics, Ltd.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

On-Target Supplies & Logistics, Ltd. 401(k) Profit Sharing Plan

401(k) retirement plan · On-Target Supplies & Logistics, Ltd.'s On-Target Supplies & Logistics, Ltd. 401(k) Profit Sharing Plan held $5.0M in plan assets for 266 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

266

Accounts w/ balance

244

Plan assets (EOY)

$5.0M

Net assets (EOY)

$4.9M

People on this filing

Lorene Smith signed On-Target Supplies & Logistics, Ltd.'s 2024 Form 5500 as plan administrator.

Lorene Smith — 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

On-Target Supplies & Logistics, Ltd.'s EIN is 75-2593466.

EIN 75-2593466

Plan number 002

Plan year 2024

ACK ID 20251013164022NAL0001611457001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for On-Target Supplies & Logistics, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

On-Target Supplies & Logistics, Ltd.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ON-TARGET SUPPLIES & LOGISTICS, LTD..

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

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

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

ON-TARGET SUPPLIES & LOGISTICS, LTD.

EIN

all filings

Address

1133 SOUTH MADISON AVENUE · DALLAS, TX · 75208

Phone

(214) 944-1105

Industry

Transportation & Warehousing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

2A · Age/service weighted or new comparability

2E · Profit-sharing

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$26K	—

Investments

31 direct securities· $5.0M(100% of reported assets)

Mutual Funds

$4.5M

22 holdings

Other securities

$343K

7 holdings

Common Collective Trusts

$107K

1 holding

U.S. Treasuries

$26K

1 holding

					% of plan
Fidelity Freedom 2035 K6 Mutual Fund	Mutual Funds	—	—	$904K	18.3%
Fidelity Freedom 2025 K6 Mutual Fund	Mutual Funds	—	—	$717K	14.5%
Fidelity Blue Chip Growth K6 Mutual Fund	Mutual Funds	—	—	$648K	13.1%
Fidelity Freedom 2030 K6 Mutual Fund	Mutual Funds	—	—	$567K	11.4%
Fidelity Freedom 2050 K6 Mutual Fund	Mutual Funds	—	—	$329K	6.6%
Fidelity Freedom 2045 K6 Mutual Fund	Mutual Funds	—	—	$272K	5.5%
Fidelity Freedom 2040 K6 Mutual Fund	Mutual Funds	—	—	$233K	4.7%
maturing through December 2029 -	Other securities	—	—	$171K	3.5%
Fidelity Freedom 2060 K6 Mutual Fund	Mutual Funds	—	—	$152K	3.1%
Fidelity Freedom 2020 K6 Mutual Fund	Mutual Funds	—	—	$151K	3.1%
Fidelity Freedom 2055 K6 Mutual Fund	Mutual Funds	—	—	$113K	2.3%
Fidelity Freedom 2010 K6 Mutual Fund	Mutual Funds	—	—	$109K	2.2%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$107K	2.2%
Fidelity Freedom 2065 K6 Mutual Fund	Mutual Funds	—	—	$96K	1.9%
AF America Mutual R6 Mutual Fund	Other securities	—	—	$90K	1.8%
Fidelity Freedom 2015 K6 Mutual Fund	Mutual Funds	—	—	$76K	1.5%
T.Rowe Price Dividend Growth Fund Mutual Fund	Other securities	—	—	$34K	0.7%
JP Morgan Government Bond R6 Mutual Fund	U.S. Treasuries	—	—	$26K	0.5%
Allspring Special Small Cap Value R6 Mutual Fund ** - C&S Realty Shares Z Mutual Fund	Other securities	—	—	$24K	0.5%
Fidelity Government Money Market K6 Money Market Fund	Mutual Funds	—	—	$24K	0.5%
Fidelity Global EX US Index Mutual Fund	Mutual Funds	—	—	$24K	0.5%
Fidelity US Bond Index Mutual Fund	Mutual Funds	—	—	$21K	0.4%
Fidelity Mid Cap Index Mutual Fund	Mutual Funds	—	—	$17K	0.3%
RBC Emerging Markets EQ R6 Mutual Fund	Other securities	—	—	$13K	0.3%
Fidelity Total Bond K6 Mutual Fund	Mutual Funds	—	—	$9K	0.2%
AB Small Cap Growth Z Mutual Fund	Other securities	—	—	$7K	0.1%
Fidelity International Capital Appreciation K6 Mutual Fund	Mutual Funds	—	—	$7K	0.1%
Fidelity Inflation Protected Bond Index Mutual Fund	Mutual Funds	—	—	$5K	0.1%
American Century Mid Cap Value R6 Mutual Fund	Other securities	—	—	$2K	<0.1%
Fidelity Small Cap Index Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
Fidelity Freedom 2070 K6 Mutual Fund	Mutual Funds	—	—	$1K	<0.1%