Nancy Stellini signed Triangle Associates Inc. a Michigan Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Triangle Associates Inc. a Michigan Corporation's EIN is 38-1719773.
Download the official 2024 Form 5500 (PDF) for Triangle Associates Inc. a Michigan Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Triangle Associates Inc. a Michigan Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCKEFELLER CAPITAL MANAGEMENT | 82-3226180 | — | INVESTMENT ADVISORY | $20K | — |
| MERRILL LYNCH PIERCE FENNER & SMITH |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-5674085 |
| — |
| CONSULTANT |
| $8K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Prin Fixed Inc Guar Option | Common Stocks | — | $0 | $2.3M | 15.0% | |
| Prin MidCap S&P 400 Idx SA-Z | Common Collective Trusts | — | $0 | $2.2M | 14.6% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $2.2M | 14.6% | |
| Prin Real Estate Secs SA-Z | Common Stocks | — | $0 | $1.1M | 7.4% | |
| Participant Loans | Participant loans | — | $0 | $1.0M | 6.8% | |
| Am Fds 2030 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $822K | 5.5% | |
| Am Fds 2035 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $817K | 5.5% | |
| Am Fds 2040 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $640K | 4.3% | |
| Am Fds 2020 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $595K | 4.0% | |
| Am Fds 2015 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $587K | 3.9% | |
| Am Fds 2045 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $496K | 3.3% | |
| JP Morgan Glbl Bond Opp R6 Fd | Other securities | — | $0 | $486K | 3.2% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $486K | 3.2% | |
| JP Morgan Emerg Mkts Eq R6 Fd | Other securities | — | $0 | $472K | 3.2% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $472K | 3.2% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $438K | 2.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $0 | $438K | 2.9% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $416K | 2.8% | |
| Prin Blue Chip SA-Z | Common Stocks | — | $0 | $416K | 2.8% | |
| Am Fds 2025 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $367K | 2.5% | |
| Am Fds 2060 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $333K | 2.2% | |
| Prin Diversified Intl SA-Z | Common Stocks | — | $0 | $252K | 1.7% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $230K | 1.5% | |
| Prin Core Fix Inc Sep Acct-Z | Pooled Separate Accounts | — | $0 | $230K | 1.5% | |
| Am Fds 2050 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $217K | 1.4% | |
| Fidelity Advisor Ltd Trm Bnd Z | Mutual Funds | — | $0 | $150K | 1.0% | |
| Vanguard Equity-Inc Adm Fund | Mutual Funds | — | $0 | $136K | 0.9% | |
| Undisc Mgrs Behav Value R6 Fd | Other securities | — | $0 | $125K | 0.8% | |
| Am Fds 2055 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $112K | 0.7% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | $0 | $111K | 0.7% | |
| DFA Int'l Small Company I Fd | Mutual Funds | — | $0 | $93K | 0.6% | |
| DFA US Vector Eq Prtf Inst Fd | Mutual Funds | — | $0 | $87K | 0.6% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $87K | 0.6% | |
| Vanguard Dev Mkts Index Adm Fd | Mutual Funds | — | $0 | $87K | 0.6% | |
| BlackRock Md-Cp Gr Eq K Fd | Other securities | — | $0 | $76K | 0.5% | |
| Principal U.S. Property SA-Z | Common Stocks | — | $0 | $62K | 0.4% | |
| Baird Core Plus Bond I Fund | Other securities | — | $0 | $54K | 0.4% | |
| Vgd Infl-Prot Sec Adm Fund | Other securities | — | $0 | $42K | 0.3% | |
| Prin SmCap S&P 600 Index SA-Z | Common Stocks | — | $0 | $37K | 0.2% | |
| Vanguard Explorer Admiral Fund | Mutual Funds | — | $0 | $35K | 0.2% | |
| Am Fds 2065 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $35K | 0.2% |
