Trilon Group Holdings 401(k) match, vesting and fees
What Trilon Group Holdings' 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,087 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Trilon Group Holdings: employer contribution per participant | $3,216 | |
| Peer median | $2,556 |
| Trilon Group Holdings: average balance | $81,109 | |
| Peer median | $100,166 |
| Trilon Group Holdings: admin expenses ÷ assets | 0.31% | |
| Peer median | 0.11% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $258M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,448 | $258M | $10.2M | $3,216 | 0.31% | Not published | Form 5500 ↗ |
Common questions
Does Trilon Group Holdings match 401(k) contributions?
The match terms for the Trilon Group Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $10.2M in employer contributions, about $3,216 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Trilon Group Holdings 401(k) match vested?
The vesting schedule for the Trilon Group Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Trilon Group Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Trilon Group Holdings, LLC.
I left Trilon Group Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Trilon Group Holdings, LLC, (833) 487-4566) or the recordkeeper, Principal Life Insurance Company. The Trilon Group Holdings old 401(k) page lists the contacts from every plan filing. Find an old Trilon Group Holdings 401(k)
Data from the public Form 5500 annual reports Trilon Group Holdings filed with the U.S. Department of Labor (plan years 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 Trilon Group Holdings. Not financial advice. Report a correction · Methodology