Plan Snapshot
- Plan Sponsor: Trinet Hr Iii, INC.
- Sponsor EIN: 481304650
- Sponsor Address: ONE PARK PLACE, SUITE 600, DUBLIN, CA, 94568
- Plan Type: 401(k)
- Total Participants: 209,337
- Total Assets: $8.7B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 209,337 | $8.7B | $385.5M | $1.2B |
| 2023 | 210,863 | $7.0B | $365.6M | $1.1B |
| 2022 | 150,112 | $5.2B | $357.6M | $1.1B |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS. COMPANY | RECORDKEEPER | $9,483,901 | — | $9,483,901 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MANAGER | $3,088,475 | — | $3,088,475 |
| FIDUCIENT ADVISORS | INVESTMENT ADVISOR | $59,538 | — | $59,538 |
| CBIZ CPAS P.C. | AUDIT | $36,500 | — | $36,500 |
| MC DERMONT WILL AND EMERY LLP | OTHER | $18,113 | — | $18,113 |
| CLIFTON LARSON ALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,686,527
- Estimated Expense Ratio: 0.146% 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 | $12,686,526 | — | $12,686,526 | — | — |
| 2023 | $10,310,715 | — | $10,310,715 | — | — |
| 2022 | $13,520,739 | $1,644,787 | $11,875,952 | — | — |