2023 Form 5500 filing — Trinet Select 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250501160619NAL0002155811001) for Trinet Select 401(K) Plan, reported by Trinet Hr Iv, LLC under EIN 13-3867443 and plan number 333. It reports 34,385 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250501160619NAL0002155811001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Trinet Hr Iv, LLC
- EIN
- 13-3867443
- Plan number
- 333
- Location
- Bradenton, FL
- Participants
- 34,385
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,493,869,466
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,493,869,466
- Employer contributions
- $118,744,948
- Participant contributions
- $246,048,870
- Total income / additions
- $788,772,294
- Benefits paid
- $204,998,797
- Administrative expenses
- $1,828,648
- Total expenses
- $209,092,409
- Net increase / (decrease)
- $579,679,885
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $1,511,202 | $0 |
| Fiducient Advisors, LLC | INVESTMENT ADVISOR PLAN | $57,804 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $49,245 | not reported in the loaded dataset |
| Cbiz Cpas P.C. | AUDIT | $45,675 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | OTHER | $2,200 | not reported in the loaded dataset |