Sofia Janis signed Triangle Tech, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Triangle Tech, Inc.'s EIN is 25-1266566.
Download the official 2024 Form 5500 (PDF) for Triangle Tech, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Triangle Tech, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FA Freedom 2030 Fund Class K6 Mutual Fund 0 | Other securities | — | — | $1.8M | 41.4% | |
| FA Freedom 2015 Fund Class K6 Mutual Fund 0 184 * FA Freedom 2020 Fund Class K6 Mutual Fund 0 | Other securities | — | — | $443K | 10.3% | |
| FA Freedom 2035 Fund Class K6 Mutual Fund 0 | Other securities | — | — | $398K | 9.3% | |
| FA Freedom 2025 Fund Class K6 Mutual Fund 0 | Other securities | — | — | $360K | 8.4% | |
| FA Freedom 2045 Fund Class K6 Mutual Fund 0 | Other securities | — | — | $193K | 4.5% | |
| First Eagle Global Fund Class R6 Mutual Fund 0 | Other securities | — | — | $111K | 2.6% | |
| FA Freedom 2065 Fund Class K6 Mutual Fund 0 861 * FA New Insights Fund Class Z Mutual Fund 0 | Other securities | — | — | $108K | 2.5% | |
| iShares Russell Mid-Cap Index Fund Class K Mutual Fund 0 | Common Collective Trusts | — | — | $95K | 2.2% | |
| iShares MSCI EAFE Intl Index Fund Class K Mutual Fund 0 | Common Collective Trusts | — | — | $87K | 2.0% | |
| FA Freedom 2050 Fund Class K6 Mutual Fund 0 | Other securities | — | — | $83K | 1.9% | |
| iShares Total U.S. Stock Mkt Index Fund Class K Mutual Fund 0 | Common Collective Trusts | — | — | $78K | 1.8% | |
| PGIM High Yield Fund Class R6 Mutual Fund 0 | Other securities | — | — | $77K | 1.8% | |
| FA Strat. Div & Inc. Class Z Mutual Fund 0 | Common Stocks | — | — | $68K | 1.6% | |
| FA Freedom 2040 Fund Class K6 Mutual Fund 0 | Other securities | — | — | $64K | 1.5% | |
| iShares S & P 500 Index Fund Class K Mutual Fund 0 | Common Collective Trusts | — | — | $55K | 1.3% | |
| Columbia Balanced Fund Institutional 3 Class Mutual Fund 0 17 Cohen & Steers Institutional Realty Shares Mutual Fund 0 | Other securities | — | — | $54K | 1.3% | |
| JPMorgan Core Plus Bond Fund Class R6 Mutual Fund 0 | Other securities | — | — | $54K | 1.2% | |
| Participant Loans Various maturity dates not greater than 5 years, various interest rates (4.25% to 9.50%) 0 | Bonds / Notes | — | — | $52K | 1.2% | |
| Fidelity Gov Cash Reserves Money Market 0 | Mutual Funds | — | — | $34K | 0.8% | |
| FA Freedom 2055 Fund Class K6 Mutual Fund 0 | Other securities | — | — | $29K | 0.7% | |
| Macquarie Small Cap Growth Fund Class R6 Mutual Fund 0 | Other securities | — | — | $28K | 0.6% | |
| FA Freedom 2010 Fund Class K6 Mutual Fund 0 | Other securities | — | — | $20K | 0.5% | |
| iShares Russell Small/Mid-Cap Index Fund Class K Mutual Fund 0 | Common Collective Trusts | — | — | $14K | 0.3% | |
| FA Freedom 2060 Fund Class K6 Mutual Fund 0 | Other securities | — | — | $4K | <0.1% | |
| American Funds New World Fund Class R6 Mutual Fund 0 | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
