Trinet Select 401(K) Plan — Form 5500 plan (Trinet Hr Iv, LLC)
Plain-English plan 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, Trinet Select 401(K) Plan is a benefit plan reported by Trinet Hr Iv, LLC under EIN 13-3867443 and plan number 333. The latest loaded filing year is 2023. The filing reports 34,385 participants and $2,493,869,466 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trinet Hr Iv, LLC
- EIN
- 13-3867443
- Plan number
- 333
- Plan type
- 3
- Location
- Bradenton, FL
- Latest filing year
- 2023
- Participants
- 34,385
- End-of-year plan assets
- $2,493,869,466
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 34,385 | H, C | 20250501160619NAL0002155811001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,493,869,466
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,493,869,466
- Net assets (BOY)
- $1,966,124,000
Income & contributions
- Employer contributions
- $118,744,948
- Participant contributions
- $246,048,870
- Total contributions
- $423,640,979
- Total income / additions
- $788,772,294
Expenses & distributions
- Benefits paid
- $204,998,797
- Administrative expenses
- $1,828,648
- Total expenses
- $209,092,409
- Net increase / (decrease)
- $579,679,885
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $1,511,202 | $0 | 2023 |
| Fiducient Advisors, LLC | INVESTMENT ADVISOR PLAN | $57,804 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $49,245 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas P.C. | AUDIT | $45,675 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $2,200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trinet Hr Iv, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Bradenton, FL
- Empower Annuity Insurance Co — Schedule C compensation
- Fiducient Advisors, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Cbiz Cpas P.C. — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation