PHIL Krueger signed Triangle Tool, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Triangle Tool, LLC's EIN is 86-3848354.
Download the official 2024 Form 5500 (PDF) for Triangle Tool, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Triangle Tool, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMBREE FINANCIAL GROUP | 36-3983748 | CHICAGO, IL | ADVISOR | $28K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $3.9M | 26.2% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $2.1M | 14.0% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $1.8M | 12.0% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $1.2M | 8.2% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $1.2M | 7.8% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $888K | 5.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $645K | 4.3% | |
| Alliance Bernstein AB Large Cap Growth Z | Other securities | — | — | $569K | 3.8% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $546K | 3.6% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $389K | 2.6% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $362K | 2.4% | |
| DFA U.S. Small Cap Portfolio I | Mutual Funds | — | — | $255K | 1.7% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $237K | 1.6% | |
| Vanguard Money market fund - Vanguard Federal Money Market Inv | Mutual Funds | — | — | $199K | 1.3% | |
| Vanguard Short-term Infl-Prot Sec Idx Adm | Common Collective Trusts | — | — | $169K | 1.1% | |
| Vanguard Balanced Index Adm | Mutual Funds | — | — | $152K | 1.0% | |
| Goldman Sachs Goldman Sachs GQG Prtnrs Intl Opport R6 | Other securities | — | — | $123K | 0.8% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $95K | 0.6% | |
| Participants Participant notes receivable - Bearing interest rates ranging from 9.25 to 9.50 percent - | Other securities | — | — | $66K | 0.4% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $19K | 0.1% | |
| DFA U.S. Large Cap Value Portfolio I | Mutual Funds | — | — | $18K | 0.1% | |
| American Funds Small Cap World R6 | Mutual Funds | — | — | $15K | 0.1% | |
| JPMorgan Core Plus Bond R6 | Other securities | — | — | $12K | <0.1% | |
| Janus Henderson Janus Henderson Triton N 2 | Mutual Funds | — | — | $6K | <0.1% | |
| Cohen & Steers Cohen & Steers Instl Realty Shares Instl | Other securities | — | — | $3K | <0.1% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
