Original filing (PDF)20260619130307NAL0002806307001

TGT Enterprises Inc. DBA Anderson

Name: TGT Enterprises Inc. DBA Anderson — TGT Enterprises, Form 5500 (2025)
Creator: TGT Enterprises Inc. DBA Anderson
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

TGT Enterprises, Inc. 401(k) Plan

401(k) retirement plan · TGT Enterprises Inc. DBA Anderson's TGT Enterprises, Inc. 401(k) Plan held $18.6M in plan assets for 155 participants in 2025, with Fidelity as recordkeeper.

Active participants

155

Accounts w/ balance

181

Plan assets (EOY)

$18.6M

Net assets (EOY)

$18.6M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Bottom-decile employer contributions per participant (4th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TGT ENTERPRISES INC. DBA ANDERSON.

Plan sponsor

Name

TGT ENTERPRISES INC. DBA ANDERSON

EIN

95-3246672all filings

Address

12650 DANIELSON COURT · POWAY, CA · 92064

Phone

(858) 413-0300

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-10-01

Tax period

2025-12-31

Filed

2026-06-19

Pension benefit codes

2E · Profit-sharing

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$8K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY SMITH BARNEY LLC	20-8764829	—	INVESTMENT ADVISOR	$11K	—

Investments

1 pooled fund· $784K(4% 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.