Trinet HR IV 401(k) match, vesting and fees
What Trinet HR IV'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 Insurance Co | Schedule C ↗ |
| Independent auditor | Clifton Larson Allen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
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 IV: employer contribution per participant | $4,684 | |
| Peer median | $2,636 |
| Trinet HR IV: average balance | $146,649 | |
| Peer median | $138,100 |
| Trinet HR IV: admin expenses ÷ assets | 0.08% | |
| 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 $2.5B at the end of plan year 2023 to $3B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 42,129 | $3B | $94.4M | $4,684 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 44,124 | $2.5B | $119M | $3,989 | 0.08% | Not published | Form 5500 ↗ |
Other Trinet HR IV plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Edison 401(k) Plan
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) · Active | Form 5500 ↗ |
Common questions
Does Trinet HR IV match 401(k) contributions?
The match terms for the Trinet Select 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $94.4M in employer contributions, about $4,684 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Trinet HR IV 401(k) match vested?
The vesting schedule for the Trinet Select 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Trinet HR IV 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Co. The plan administrator is Trinet HR IV, LLC.
I left Trinet HR IV. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Trinet HR IV, LLC, (888) 874-6388) or the recordkeeper, Empower Annuity Insurance Co. The Trinet HR IV old 401(k) page lists the contacts from every plan filing. Find an old Trinet HR IV 401(k)
Data from the public Form 5500 annual reports Trinet HR IV 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 IV. Not financial advice. Report a correction · Methodology