Plan Snapshot
- Plan Sponsor: Tri Pointe Homes Holdings, INC.
- Sponsor EIN: 273201111
- Sponsor Address: 3161 MICHELSON DRIVE, IRVINE, CA, 92612
- Plan Type: 401(k)
- Total Participants: 1,642
- Total Assets: $191.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,642 | $191.1M | $5.9M | $17.1M |
| 2023 | 1,410 | $153.9M | $4.8M | $14.5M |
| 2022 | 1,456 | $124.2M | $4.8M | $14.0M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | RECORDKEEPER/TRUSTEE | $204,274 | — | $204,274 |
| SAGEVIEW ADVISORY GROUP, LLC | INVESTMENT ADVISOR | $90,000 | — | $90,000 |
| VANGUARD ADVISERS INC. | INVESTMENT ADVISOR | $48,245 | — | $48,245 |
| CREATIVE PLANNING | INVESTMENT ADVISOR | $27,276 | — | $27,276 |
| WINDES | AUDITOR | $16,300 | — | $16,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — RECORDKEEPER/TRUSTEE
- SAGEVIEW ADVISORY GROUP, LLC — INVESTMENT ADVISOR
- VANGUARD ADVISERS INC. — INVESTMENT ADVISOR
- CREATIVE PLANNING — INVESTMENT ADVISOR
- WINDES — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $386,095
- Estimated Expense Ratio: 0.202% 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 | $381,695 | — | — | — | — |
| 2023 | $389,609 | — | — | — | — |
| 2022 | $340,226 | — | — | — | — |