Peter Kaufhold signed Triangle Warehouse, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Triangle Warehouse, Inc.'s EIN is 41-1913657.
Download the official 2024 Form 5500 (PDF) for Triangle Warehouse, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Triangle Warehouse, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | FLORHAM PARK, NJ | ADVISOR |
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.
| PI | % 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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $0 |
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