AUMdb

Triangle Warehouse, Inc. 401(k) Savings & Retirement Plan

Sponsored by Triangle Warehouse, Inc. · EIN 411913657 · Plan #001

Total assets
$6.9M
Net assets
$6.9M
Active participants
214
With balances
156

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $4,180
Adp Broker Dealer Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees $0
Lpl Financial Other services, Other fees $0