Trillium Family Services 401(k) match, vesting and fees
What Trillium Family Services' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Stancorp Financial Group | Schedule C ↗ |
| Independent auditor | Jones & Roth (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Trillium Family Services: employer contribution per participant | $2,472 | |
| Peer median | $1,803 |
| Trillium Family Services: average balance | $62,030 | |
| Peer median | $48,934 |
| Trillium Family Services: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $17.3M at the end of plan year 2021 to $22.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 680 | $22.1M | $880K | $2,472 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 720 | $18.5M | $810K | $2,384 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 579 | $14.3M | $488K | $1,563 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 607 | $17.3M | $466K | $1,507 | 0.01% | Not published | Form 5500 ↗ |
Other Trillium Family Services plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Defined Benefit Pension Plan of Trillium Family Services, Inc. DBA Parry Center for Children
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Trillium Family Services match 401(k) contributions?
The match terms for the Trillium Family Services, Inc. Employees Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $880K in employer contributions, about $2,472 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Trillium Family Services 401(k) match vested?
The vesting schedule for the Trillium Family Services, Inc. Employees Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Trillium Family Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Stancorp Financial Group. The plan administrator is Trillium Family Services, Inc..
I left Trillium Family Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Trillium Family Services, Inc., (503) 234-9591) or the recordkeeper, Stancorp Financial Group. The Trillium Family Services old 401(k) page lists the contacts from every plan filing. Find an old Trillium Family Services 401(k)
Data from the public Form 5500 annual reports Trillium Family Services filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Trillium Family Services. Not financial advice. Report a correction · Methodology