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Original filing (PDF)20250904130942NAL0009743299001
TRIANGLE PACKAGE MACHINERY COMPANY
Form 5500
FILING_RECEIVED
TRIANGLE PACKAGE MACHINERY COMPANY OFFICE 401(K) PLAN
401(k) retirement plan
Active participants
93
Accounts w/ balance
117
Plan assets (EOY)
$20.2M
Net assets (EOY)
$20.2M
How this plan invests
This plan
3 pooled trusts
Schedule D
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRIANGLE PACKAGE MACHINERY COMPANY.
Plan sponsor
Name
TRIANGLE PACKAGE MACHINERY COMPANY
EIN
36-2053124
Address
6655 WEST DIVERSEY AVE · CHICAGO, IL · 60707
Phone
(773) 889-0200
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-04
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERITY PARTNERS | 35-2467663 | — | INVESTMENT ADVISORY | $39K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $21K | — |
Investments
12 direct securities · 3 pooled funds· $20.2M(100% 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.
Uncategorized
$15.4M
12 holdings
Common Collective Trust
$4.8M
2 holdings
Pooled Separate Account
$5K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Dodge & Cox Dodge & Cox Income X Fund | — | — | — | $4.2M | 20.9% | |
| PIMCO STABLE INCOME FD CL 1 SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $3.4M | 17.1% | |
| Principal Life Insurance Company** Principal Guaranteed Option | — | — | — | $3.2M | 15.9% | |
| JPMorgan Large Cap Gr R6 Fd | — | — | — | $1.9M | 9.6% | |
| Fidelity 500 Index Fund | — | — | — | $1.6M | 7.8% | |
| American Funds Am Fds EuroPacific Grth R6 Fd | — | — | — | $1.4M | 7.1% | |
| BLKROCK RUSSELL 1000 VAL IDX R WILMINGTON TRUST · EIN 81-1009614 / PN 188 | Common Collective Trust | — | — | $1.4M | 6.7% | |
| Vanguard Sm Cap Val Idx Adm Fd | — | — | — | $755K | 3.7% | |
| Fidelity Mid Cp Index Fund | — | — | — | $660K | 3.3% | |
| Vanguard Sm Cap Gr Idx Adm Fd | — | — | — | $631K | 3.1% | |
| Dimensional Fund Advisors DFA Emerg Mkt Core Eqty | Fd | — | — | — | $509K | 2.5% | |
| 9.50 percent - | — | — | — | $298K | 1.5% | |
| Virtus Duff&Phlp Rln Est Sec R6 | — | — | — | $156K | 0.8% | |
| (E) | — | — | — | $5K | <0.1% | |
| PRINCIPAL DIV REAL ASSET SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 123 | Pooled Separate Account | — | — | $5K | <0.1% |
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