Plan Snapshot
- Plan Sponsor: Triangle Tool, LLC
- Sponsor EIN: 863848354
- Sponsor Address: 8609 W. PORT AVE., MILWAUKEE, WI, 53224
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 142
- Total Assets: $17.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 142 | $17.1M | $0 | $0 |
| 2024 | 129 | $15.0M | $468,365 | $1.1M |
| 2023 | 106 | $13.4M | $451,315 | $1.1M |
| 2022 | 134 | $10.1M | $459,517 | $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 |
|---|---|---|---|---|
| EMBREE FINANCIAL GROUP | Investment Advisor | $31,017 | — | $31,017 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,017
- Estimated Expense Ratio: 0.182% 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 |
|---|---|---|---|---|---|
| 2025 | $1,954,352 | $31,017 | $2,475 | — | — |
| 2024 | $29,539 | $28,175 | $1,364 | — | — |
| 2023 | $24,510 | $22,635 | $675 | — | — |
| 2022 | $13,575 | $13,350 | — | — | $225 |