Plan Ledger DOL Form 5500 · updated monthly

Triangle Credit Union401(k)

TRIANGLE CREDIT UNION 401(K) SAVINGS PLAN · NASHUA, NH · plan year 2024

Reported admin expense ratio · 2024
0.54%

Triangle Credit Union reported $29,072 in plan administrative expenses for 2024: 0.54% of average plan assets, above the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.04% to 0.54%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in New Hampshire (319th of 411), and 4,391st of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$5,839,147
Participants with balances156
Active participants142
Employer contributions—
Employee contributions$516,453
Employer contribution per active participant—
Average account balance$37,430
Benefits paid to participants$373,346
Plan auditUnmodified (clean) audit opinion
AuditorBAKER NEWMAN & NOYES
Plan history3
Yearassets · accounts · employer contribution
2024$5.8M · 156 accts
2023$4.9M · 149 accts
2022$4.7M · 157 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,996
Investment management$1,076
Total administrative$29,072
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
JOHN HANCOCK LIFE INSURANCE CO · Recordkeeping$1,577
WILSHIRE ASSOCIATES INC (USA) · Investment advisory (participants)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$29,072 · 0.54%
2023$30,895 · 0.64%
2022$2,232 · 0.04%
Same employer
Similar plansFinance & Insurance · New Hampshire
Alumni Ventures, LLC NH$15.4M · 0.17%
Granite State Credit Union NH$14.0M · 0.33%
Franklin Savings Bank NH$11.3M · 0.03%
Qic US Management, Inc. NY$5.9M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 020223137 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.