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Original filing (PDF)20250613073007NAL0017684433001
TRIANGLE PLANNING SERVICES INC
Form 5500-SF
FILING_RECEIVED
LAID BACK 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRIANGLE PLANNING SERVICES INC.
Plan sponsor
Name
TRIANGLE PLANNING SERVICES INC
EIN
56-1760718
Address
138 W MAIN ST, STE 200 · WILLIAMSTON, NC · 278922490
Phone
(252) 792-2859
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee 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
2025-06-13
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2A · Age/service weighted or new comparability
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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