Trinet HR III 401(k) match, vesting and fees
What Trinet HR III'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 | Empower Annuity Ins. Company | Schedule C ↗ |
| Independent auditor | Clifton Larson Allen 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 94 defined-contribution plans in professional, scientific, and technical services with 10,000 to 49,999 participants.
| Trinet HR III: employer contribution per participant | $18,778 | |
| Peer median | $2,636 |
| Trinet HR III: average balance | $424,279 | |
| Peer median | $138,100 |
| Trinet HR III: admin expenses ÷ assets | 0.16% | |
| Peer median | 0.05% |
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 $7B at the end of plan year 2023 to $8.7B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 238,170 | $8.7B | $386M | $18,778 | 0.16% | Not published | Form 5500 ↗ |
| 2023 | 271,620 | $7B | $366M | $2,540 | 0.17% | Not published | Form 5500 ↗ |
Other Trinet HR III plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Squeak E. Clean Studios LLC 401k Profit Sharing Plan Trust
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 | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Trinet HR III match 401(k) contributions?
The match terms for the Trinet 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $386M in employer contributions, about $18,778 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Trinet HR III 401(k) match vested?
The vesting schedule for the Trinet 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Trinet HR III 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Ins. Company. The plan administrator is Trinet HR III, Inc..
I left Trinet HR III. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Trinet HR III, Inc., (888) 874-6388) or the recordkeeper, Empower Annuity Ins. Company. The Trinet HR III old 401(k) page lists the contacts from every plan filing. Find an old Trinet HR III 401(k)
Data from the public Form 5500 annual reports Trinet HR III filed with the U.S. Department of Labor (plan years 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 Trinet HR III. Not financial advice. Report a correction · Methodology