# Tri Pointe Homes Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/tri-pointe-homes-inc-401k-plan

> Tri Pointe Homes Holdings, INC.'s 401(k) plan: 1,642 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/the-vanguard-group-inc) — RECORDKEEPER/TRUSTEE

- [SAGEVIEW ADVISORY GROUP, LLC](https://planprovider.pro/provider/sageview-advisory-group) — INVESTMENT ADVISOR

- [VANGUARD ADVISERS INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — INVESTMENT ADVISOR

- [CREATIVE PLANNING](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISOR

- [WINDES](https://planprovider.pro/provider/windes-inc) — 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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/tri-pointe-homes-inc-401k-plan)

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