Trillium Health 401(k) match, vesting and fees
What Trillium Health's 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 | Sage Rutty & Co., Inc. | Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Plan history
Plan assets went from $13.5M at the end of plan year 2021 to $26.4M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 383 | $26.4M | $453K | $1,189 | 0.24% | Not published | Form 5500 ↗ |
| 2024 | 363 | $23.4M | $780K | $2,155 | 0.52% | Not published | Form 5500 ↗ |
| 2023 | 327 | $20.6M | $676K | $2,075 | 0.55% | Not published | Form 5500 ↗ |
| 2022 | 316 | $16M | $634K | $2,032 | 0.58% | Not published | Form 5500 ↗ |
| 2021 | 311 | $13.5M | $590K | $1,896 | 0.62% | Not published | Form 5500 ↗ |
Common questions
Does Trillium Health match 401(k) contributions?
The match terms for the Trillium Health, Inc. Defined Contribution Plan have not been published from its filing yet. The plan year 2025 filing reports $453K in employer contributions, about $1,189 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Trillium Health 401(k) match vested?
The vesting schedule for the Trillium Health, Inc. Defined Contribution Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Trillium Health 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Sage Rutty & Co., Inc.. The plan administrator is Trillium Health, Inc..
I left Trillium Health. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Trillium Health, Inc., (585) 210-4201) or the recordkeeper, Sage Rutty & Co., Inc.. The Trillium Health old 401(k) page lists the contacts from every plan filing. Find an old Trillium Health 401(k)
Data from the public Form 5500 annual reports Trillium Health filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Health. Not financial advice. Report a correction · Methodology