Plan Snapshot
- Plan Sponsor: Trinet Hr Iv, LLC
- Sponsor EIN: 133867443
- Sponsor Address: ONE PARK PLACE, SUITE 600, DUBLIN, CA, 94568
- Plan Type: 401(k)
- Plan Number: 333
- Total Participants: 28,477
- Total Assets: $3.0B
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 | 28,477 | $3.0B | $94.4M | $267.7M |
| 2023 | 27,737 | $2.5B | $118.7M | $246.0M |
| 2022 | 28,785 | $2.0B | $99.1M | $219.0M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | Recordkeeper | $2,196,794 | — | $2,196,794 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $112,599 | — | $112,599 |
| FIDUCIENT ADVISORS, LLC | Investment Advisor | $59,538 | — | $59,538 |
| CBIZ CPAS P.C. | Auditor | $35,500 | — | $35,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,404,431
- Estimated Expense Ratio: 0.081% 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 | $2,309,393 | — | $2,309,393 | — | — |
| 2023 | $1,828,648 | — | $1,828,648 | — | — |
| 2022 | $3,633,621 | $2,851,500 | $694,825 | — | $52,281 |