# Triangle Tool, LLC 401(k) Plan
Source: https://planprovider.pro/companies/triangle-tool-llc-401k-plan

> Triangle Tool, LLC's 401(k) plan: 129 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Triangle Tool, LLC

- **Sponsor EIN:** 863848354

- **Sponsor Address:** 8609 W. PORT AVE., MILWAUKEE, WI, 53224

- **Plan Type:** 401(k)

- **Total Participants:** 129

- **Total Assets:** $15.0M

## 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.|

| 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|ADVISOR|$28,175|—|$28,175|

| PLANTE & MORAN, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EMBREE FINANCIAL GROUP](https://planprovider.pro/provider/embree-financial-group) — ADVISOR

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $28,175

- **Estimated Expense Ratio:** 0.188% 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|$29,539|$28,175|$1,364|—|—|

| 2023|$24,510|$22,635|$675|—|—|

| 2022|$13,575|$13,350|—|—|$225|

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