Catherine Wragg signed Trinet HR IV, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trinet HR IV, LLC's EIN is 13-3867443.
Download the official 2024 Form 5500 (PDF) for Trinet HR IV, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trinet HR IV, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2.2M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $113K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LEGAL & GENERAL S&P 500 DC CIT RELIANCE TRUST · EIN 35-7085469 / PN 005 | Common Collective Trust | — | — | $684.2M | 23.2% | |
| VANGUARD TARGET RETIRE 2050 TRUST TRINET SELECT UNITIZED FUNDS · EIN 47-6944390 / PN 001 | Common Collective Trust | — | — | $243.0M | 8.2% | |
| VANGUARD TARGET RETIRE 2045 TRUST TRINET SELECT UNITIZED FUNDS · EIN 47-6944355 / PN 001 | Common Collective Trust | — | — | $210.9M | 7.1% | |
| VANGUARD TARGET RETIRE 2040 TRUST TRINET SELECT UNITIZED FUNDS · EIN 47-6941351 / PN 001 | Common Collective Trust | — | — | $184.1M | 6.2% | |
| VANGUARD TARGET RETIRE 2035 TRUST TRINET SELECT UNITIZED FUNDS · EIN 47-6941311 / PN 001 | Common Collective Trust | — | — | $175.2M | 5.9% | |
| VANGUARD TARGET RETIRE 2055 TRUST TRINET SELECT UNITIZED FUNDS · EIN 47-6948719 / PN 001 | Common Collective Trust | — | — | $155.7M | 5.3% | |
| LEGAL & GENERAL S&P 400 DC SIT B RELIANCE TRUST CT OR SVF · EIN 35-7085469 / PN 004 | Common Collective Trust | — | — | $147.6M | 5.0% | |
| VANGUARD TARGET RETIRE 2030 TRUST TRINET SELECT UNITIZED FUNDS · EIN 47-6938065 / PN 001 | Common Collective Trust | — | — | $121.7M | 4.1% | |
| VANGUARD TARGET RETIRE 2060 TRUST TRINET SELECT UNITIZED FUNDS · EIN 47-6948754 / PN 001 | Common Collective Trust | — | — | $119.8M | 4.1% | |
| LEGAL & GENERAL S&P 600 DC CIT RELIANCE TRUST · EIN 35-7085469 / PN 009 | Common Collective Trust | — | — | $91.6M | 3.1% | |
| American Funds New Perspective R6 Registed Investment Co. | Mutual Funds | — | — | $79.5M | 2.7% | |
| Vanguard Federal Money Market Inv Registed Investment Co. | Mutual Funds | — | — | $72.9M | 2.5% | |
| Vanguard Wellington Adm Registed Investment Co. | Mutual Funds | — | — | $67.6M | 2.3% | |
| iShares MSCI EAFE International Index K Registed Investment Co. | Common Stocks | — | — | $64.5M | 2.2% | |
| VANGUARD TARGET RETIRE 2025 TRUST TRINET SELECT UNITIZED FUNDS · EIN 47-6938034 / PN 001 | Common Collective Trust | — | — | $63.5M | 2.1% | |
| JPMorgan Small Cap Growth L Registed Investment Co. | Common Stocks | — | — | $59.5M | 2.0% | |
| VANGUARD TARGET RETIRE 2065 TRUST TRINET SELECT UNITIZED FUNDS · EIN 82-6200492 / PN 001 | Common Collective Trust | — | — | $53.2M | 1.8% | |
| American Funds New World R6 Registed Investment Co. | Mutual Funds | — | — | $44.4M | 1.5% | |
| SAGIC Core Bond I Guaranteed Inv. Contract | Other securities | — | — | $32.3M | 1.1% | |
| Macquarie Small Cap Value R6 Registed Investment Co. | Common Stocks | — | — | $32.1M | 1.1% | |
| Self-Directed Brokerage Accounts Various Funds | Self-Directed Brokerage | — | — | $30.0M | 1.0% | |
| Vanguard Interm-Term Bond Index Adm Registed Investment Co. | Mutual Funds | — | — | $29.3M | 1.0% | |
| BlackRock High Yield Instl Registed Investment Co. | Common Stocks | — | — | $24.0M | 0.8% | |
| Cohen & Steers Instl Realty Shares Registed Investment Co. | Common Stocks | — | — | $23.3M | 0.8% | |
| Vanguard Inflation-Protected Secs I Registed Investment Co. | Mutual Funds | — | — | $19.8M | 0.7% | |
| Participants Participant Loans, Interest - | Participant loans | — | — | $19.6M | 0.7% | |
| VANGUARD TARGET RETIRE 2020 TRUST TRINET SELECT UNITIZED FUNDS · EIN 47-6935530 / PN 001 | Common Collective Trust | — | — | $16.9M | 0.6% | |
| Vanguard Interm-Term Treasury Adm Registed Investment Co. | Mutual Funds | — | — | $16.1M | 0.5% | |
| PIMCO Low Duration Instl Registed Investment Co. | Mutual Funds | — | — | $12.2M | 0.4% | |
| VANGUARD TARGET RETIRE INC. TRUST TRINET SELECT UNITIZED FUNDS · EIN 47-6930815 / PN 001 | Common Collective Trust | — | — | $8.6M | 0.3% | |
| MassMutual US Government Mny Mkt Fd Registed Investment Co. | Common Stocks | — | — | $525K | <0.1% | |
| Dreyfus Government Cash Mgmt Instl Registed Investment Co. | Mutual Funds | — | — | $13K | <0.1% | |
| Vanguard Target Retirement 2055 Inv Registed Investment Co. | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| FIDUCIENT ADVISORS, LLC |
| 36-4001764 |
| — |
| INVESTMENT ADVISOR PLAN |
| $60K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 43-1947695 | CHICAGO, IL | AUDIT | $36K | — |
