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Original filing (PDF)20250710132244NAL0008724528001
TRIANGLE TECH, INC.
Form 5500
FILING_RECEIVED
TRIANGLE TECH, INC. 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
41% in single holding
Active participants
52
Accounts w/ balance
125
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
79
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "FA Freedom 2030 Fund Class K6 Mutual Fund 0" is 41% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRIANGLE TECH, INC..
Plan sponsor
Name
TRIANGLE TECH, INC.
EIN
25-1266566
Address
1940 PERRYSVILLE AVENUE · PITTSBURGH, PA · 15214
Phone
(412) 359-1000
Industry
Educational Servicessee all
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
2025-07-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GUTHRIE, BELCZYK & ASSOCIATES, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $11K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $12K | — |
Investments
25 direct securities· $4.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FA Freedom 2030 Fund Class K6 Mutual Fund 0 | — | — | — | $1.8M | 41.4% | |
| FA Freedom 2015 Fund Class K6 Mutual Fund 0 184 * FA Freedom 2020 Fund Class K6 Mutual Fund 0 | — | — | — | $443K | 10.3% | |
| FA Freedom 2035 Fund Class K6 Mutual Fund 0 | — | — | — | $398K | 9.3% | |
| FA Freedom 2025 Fund Class K6 Mutual Fund 0 | — | — | — | $360K | 8.4% | |
| FA Freedom 2045 Fund Class K6 Mutual Fund 0 | — | — | — | $193K | 4.5% | |
| First Eagle Global Fund Class R6 Mutual Fund 0 | — | — | — | $111K | 2.6% | |
| FA Freedom 2065 Fund Class K6 Mutual Fund 0 861 * FA New Insights Fund Class Z Mutual Fund 0 | — | — | — | $108K | 2.5% | |
| iShares Russell Mid-Cap Index Fund Class K Mutual Fund 0 | — | — | — | $95K | 2.2% | |
| iShares MSCI EAFE Intl Index Fund Class K Mutual Fund 0 | — | — | — | $87K | 2.0% | |
| FA Freedom 2050 Fund Class K6 Mutual Fund 0 | — | — | — | $83K | 1.9% | |
| iShares Total U.S. Stock Mkt Index Fund Class K Mutual Fund 0 | — | — | — | $78K | 1.8% | |
| PGIM High Yield Fund Class R6 Mutual Fund 0 | — | — | — | $77K | 1.8% | |
| FA Strat. Div & Inc. Class Z Mutual Fund 0 | — | — | — | $68K | 1.6% | |
| FA Freedom 2040 Fund Class K6 Mutual Fund 0 | — | — | — | $64K | 1.5% | |
| iShares S & P 500 Index Fund Class K Mutual Fund 0 | — | — | — | $55K | 1.3% | |
| Columbia Balanced Fund Institutional 3 Class Mutual Fund 0 17 Cohen & Steers Institutional Realty Shares Mutual Fund 0 | — | — | — | $54K | 1.3% | |
| JPMorgan Core Plus Bond Fund Class R6 Mutual Fund 0 | — | — | — | $54K | 1.2% | |
| Participant Loans Various maturity dates not greater than 5 years, various interest rates (4.25% to 9.50%) 0 | — | — | — | $52K | 1.2% | |
| Fidelity Gov Cash Reserves Money Market 0 | — | — | — | $34K | 0.8% | |
| FA Freedom 2055 Fund Class K6 Mutual Fund 0 | — | — | — | $29K | 0.7% | |
| Macquarie Small Cap Growth Fund Class R6 Mutual Fund 0 | — | — | — | $28K | 0.6% | |
| FA Freedom 2010 Fund Class K6 Mutual Fund 0 | — | — | — | $20K | 0.5% | |
| iShares Russell Small/Mid-Cap Index Fund Class K Mutual Fund 0 | — | — | — | $14K | 0.3% | |
| FA Freedom 2060 Fund Class K6 Mutual Fund 0 | — | — | — | $4K | <0.1% | |
| American Funds New World Fund Class R6 Mutual Fund 0 | — | — | — | $4K | <0.1% |
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