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Original filing (PDF)20250909085126NAL0020022657001
TRIANGLE TOOL, LLC
Form 5500
FILING_RECEIVED
TRIANGLE TOOL, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
26% in single holdingNo recordkeeper disclosed
Active participants
129
Accounts w/ balance
135
Plan assets (EOY)
$15.0M
Net assets (EOY)
$15.0M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Target Retirement 2030 Fund" is 26% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRIANGLE TOOL, LLC.
Plan sponsor
Name
TRIANGLE TOOL, LLC
EIN
86-3848354
Address
8609 W. PORT AVE. · MILWAUKEE, WI · 53224
Phone
(414) 357-7117
Industry
Manufacturingsee 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
2025-09-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMBREE FINANCIAL GROUP | 36-3983748 | CHICAGO, IL | ADVISOR | $28K | — |
Investments
26 direct securities· $15.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund | — | — | — | $3.9M | 26.2% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $2.1M | 14.0% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $1.8M | 12.0% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $1.2M | 8.2% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $1.2M | 7.8% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $888K | 5.9% | |
| Fidelity 500 Index Fund | — | — | — | $645K | 4.3% | |
| Alliance Bernstein AB Large Cap Growth Z | — | — | — | $569K | 3.8% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $546K | 3.6% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $389K | 2.6% | |
| Vanguard Mid Cap Index Adm | — | — | — | $362K | 2.4% | |
| DFA U.S. Small Cap Portfolio I | — | — | — | $255K | 1.7% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $237K | 1.6% | |
| Vanguard Money market fund - Vanguard Federal Money Market Inv | — | — | — | $199K | 1.3% | |
| Vanguard Short-term Infl-Prot Sec Idx Adm | — | — | — | $169K | 1.1% | |
| Vanguard Balanced Index Adm | — | — | — | $152K | 1.0% | |
| Goldman Sachs Goldman Sachs GQG Prtnrs Intl Opport R6 | — | — | — | $123K | 0.8% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $95K | 0.6% | |
| Participants Participant notes receivable - Bearing interest rates ranging from 9.25 to 9.50 percent - | — | — | — | $66K | 0.4% | |
| American Funds American Funds New World R6 | — | — | — | $19K | 0.1% | |
| DFA U.S. Large Cap Value Portfolio I | — | — | — | $18K | 0.1% | |
| American Funds Small Cap World R6 | — | — | — | $15K | 0.1% | |
| JPMorgan Core Plus Bond R6 | — | — | — | $12K | <0.1% | |
| Janus Henderson Janus Henderson Triton N 2 | — | — | — | $6K | <0.1% | |
| Cohen & Steers Cohen & Steers Instl Realty Shares Instl | — | — | — | $3K | <0.1% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $3K | <0.1% |
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