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Original filing (PDF)20251014153916NAL0006697154001
TRINET HR IV, LLC
Form 5500
FILING_RECEIVED
TRINET SELECT 401(K) PLAN
401(k) retirement plan
Active participants
28,477
Accounts w/ balance
20,148
Plan assets (EOY)
$3.0B
Net assets (EOY)
$3.0B
How this plan invests
This plan
14 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 8 bps in Schedule C fees — 63% above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRINET HR IV, LLC.
Plan sponsor
Name
TRINET HR IV, LLC
EIN
13-3867443
Address
ONE PARK PLACE, SUITE 600 · DUBLIN, CA · 94568
Phone
(888) 874-6388
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2.2M | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $113K | — |
| FIDUCIENT ADVISORS, LLC | 36-4001764 | — | INVESTMENT ADVISOR PLAN | $60K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 43-1947695 | CHICAGO, IL | AUDIT | $36K | — |
Investments
20 direct securities · 14 pooled funds· $2.9B(99% of reported assets)
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.
Common Collective Trust
$2.3B
14 holdings
Uncategorized
$655.5M
20 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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. | — | — | — | $79.5M | 2.7% | |
| Vanguard Federal Money Market Inv Registed Investment Co. | — | — | — | $72.9M | 2.5% | |
| Vanguard Wellington Adm Registed Investment Co. | — | — | — | $67.6M | 2.3% | |
| iShares MSCI EAFE International Index K Registed Investment Co. | — | — | — | $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. | — | — | — | $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. | — | — | — | $44.4M | 1.5% | |
| SAGIC Core Bond I Guaranteed Inv. Contract | — | — | — | $32.3M | 1.1% | |
| Macquarie Small Cap Value R6 Registed Investment Co. | — | — | — | $32.1M | 1.1% | |
| Self-Directed Brokerage Accounts Various Funds | — | — | — | $30.0M | 1.0% | |
| Vanguard Interm-Term Bond Index Adm Registed Investment Co. | — | — | — | $29.3M | 1.0% | |
| Similar Party Par or Maturity Value Cost ** Value American Funds EuroPacific Gr R6 Registed Investment Co. | — | — | — | $28.1M | 0.9% | |
| BlackRock High Yield Instl Registed Investment Co. | — | — | — | $24.0M | 0.8% | |
| Cohen & Steers Instl Realty Shares Registed Investment Co. | — | — | — | $23.3M | 0.8% | |
| Vanguard Inflation-Protected Secs I Registed Investment Co. | — | — | — | $19.8M | 0.7% | |
| Participants Participant Loans, Interest - | — | — | — | $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. | — | — | — | $16.1M | 0.5% | |
| PIMCO Low Duration Instl Registed Investment Co. | — | — | — | $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. | — | — | — | $525K | <0.1% | |
| Dreyfus Government Cash Mgmt Instl Registed Investment Co. | — | — | — | $13K | <0.1% | |
| Vanguard Target Retirement 2055 Inv Registed Investment Co. | — | — | — | $6K | <0.1% |