Plan Snapshot
- Plan Sponsor: Triangle Package Machinery Company
- Sponsor EIN: 362053124
- Sponsor Address: 6655 WEST DIVERSEY AVE, CHICAGO, IL, 60707
- Plan Type: 401(k)
- Total Participants: 93
- Total Assets: $20.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 93 | $20.2M | $287,692 | $999,505 |
| 2023 | 94 | $19.2M | $291,099 | $988,265 |
| 2022 | 97 | $16.7M | $304,951 | $1.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CERITY PARTNERS | INVESTMENT ADVISORY | $38,692 | $6 | $38,698 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $20,541 | — | $20,541 |
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,239
- Estimated Expense Ratio: 0.294% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $59,234 | $38,693 | $20,541 | — | — |
| 2023 | $48,306 | $9,827 | $38,479 | — | — |
| 2022 | $55,207 | $9,539 | $45,668 | — | — |