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Original filing (PDF)20251010053623NAL0007253969001
TRIANGLE WAREHOUSE, INC.
Form 5500
FILING_RECEIVED
TRIANGLE WAREHOUSE, INC. 401(K) SAVINGS & RETIREMENT PLAN
401(k) retirement plan
Active participants
214
Accounts w/ balance
156
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
How this plan invests
This plan
3 pooled trusts
Schedule D
30 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
Helping the score
- Below-peer total fees (6 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRIANGLE WAREHOUSE, INC..
Plan sponsor
Name
TRIANGLE WAREHOUSE, INC.
EIN
41-1913657
Address
3501 MARSHALL STREET NE · MINNEAPOLIS, MN · 55418
Phone
(763) 233-9596
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
JOHNSON & CO. LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | FLORHAM PARK, NJ | ADVISOR | $0 | — |
Investments
27 direct securities · 3 pooled funds· $6.8M(99% 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.
Registered Investment Companies
$6.6M
27 holdings
Common Collective Trust
$246K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS AMER BAL FD- R3 | Registered Investment Companies | — | — | $849K | 12.3% | |
| AM FND THE GROWTH FND OF AM-R3 | Registered Investment Companies | — | — | $838K | 12.1% | |
| AMERFDS 2035 TARG DATE RET-R3 | Registered Investment Companies | — | — | $659K | 9.5% | |
| AMERICAN FUNDS AMCAP FUND - R3 | Registered Investment Companies | — | — | $604K | 8.7% | |
| WESTERN ASSET CORE PLUS BOND A | Registered Investment Companies | — | — | $351K | 5.1% | |
| AMERICAN US GOV MONEY MKT R3 | Registered Investment Companies | — | — | $345K | 5.0% | |
| AMERFDS 2025 TARG DATE RET-R3 | Registered Investment Companies | — | — | $327K | 4.7% | |
| AM FND CAP WORLD GR AND INC-R3 | Registered Investment Companies | — | — | $310K | 4.5% | |
| AM FNDS CAPITAL INC BUILDER-R3 | Registered Investment Companies | — | — | $284K | 4.1% | |
| AMERICAN FUNDS SMCAP WLRD -R3 | Registered Investment Companies | — | — | $275K | 4.0% | |
| AMERICAN FUNDS FUNDAMENTAL -R3 | Registered Investment Companies | — | — | $274K | 4.0% | |
| AMERFDS 2020 TARG DATE RET-R3 | Registered Investment Companies | — | — | $249K | 3.6% | |
| AMERICAN FUNDS INV CO OF AMER | Registered Investment Companies | — | — | $216K | 3.1% | |
| AM FNDS EUROPACIFIC GROWTH -R3 | Registered Investment Companies | — | — | $192K | 2.8% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $168K | 2.4% | |
| AMER FUNDS NEW PERSPECTIVE-R3 | Registered Investment Companies | — | — | $151K | 2.2% | |
| AMERFDS 2055 TARG DATE RET-R3 | Registered Investment Companies | — | — | $144K | 2.1% | |
| AMF 2060 TARGET DATE RETIRE R3 37 REGISTERED INVESTMENT COMPANY AMERFDS 2050 TARG DATE RET-R3 | Registered Investment Companies | — | — | $133K | 1.9% | |
| AMERFDS 2030 TARG DATE RET-R3 | Registered Investment Companies | — | — | $129K | 1.9% | |
| AMERFDS 2040 TARG DATE RET-R3 | Registered Investment Companies | — | — | $90K | 1.3% | |
| COLUMBIA DIV INC FD - A | Registered Investment Companies | — | — | $58K | 0.8% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $40K | 0.6% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $38K | 0.6% | |
| AMERFDS 2045 TARG DATE RET-R3 | Registered Investment Companies | — | — | $38K | 0.5% | |
| VICTORY HIGH YIELD A | Registered Investment Companies | — | — | $17K | 0.2% | |
| MACQUARIEEMERGING MARKETS FD A | Registered Investment Companies | — | — | $16K | 0.2% | |
| AMERFDS 2010 TARG DATE RET-R3 21 REGISTERED INVESTMENT COMPANY AMERCENT ULTRA FUND - A | Registered Investment Companies | — | — | $16K | 0.2% | |
| AMERICAN FUNDS INTL GR AND INC | Registered Investment Companies | — | — | $4K | <0.1% | |
| AMERFDS 2015 TARG DATE RET-R3 | Registered Investment Companies | — | — | $2K | <0.1% | |
| MACQUARIE INTL CORE EQ A | Registered Investment Companies | — | — | $2K | <0.1% |
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