Plan Snapshot
- Plan Sponsor: Trinet Usa, INC.
- Sponsor EIN: 320480267
- Sponsor Address: ONE PARK PLACE, DUBLIN, CA, 94568
- Plan Type: 401(k)
- Total Participants: 3,459
- Total Assets: $451.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 3,459 | $451.2M | $15.4M | $31.2M |
| 2023 | 3,466 | $375.1M | $16.1M | $30.0M |
| 2022 | 3,377 | $294.7M | $14.5M | $27.3M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $286,140 | — | $286,140 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $286,140
- Estimated Expense Ratio: 0.063% 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 | $287,360 | $991 | — | — | — |
| 2023 | $266,512 | $346 | — | — | — |
| 2022 | $376,640 | $7,265 | — | — | — |