Catherine Wragg signed Trinet USA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trinet USA, Inc.'s EIN is 32-0480267.
Download the official 2024 Form 5500 (PDF) for Trinet USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trinet USA, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $286K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $376 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LEGAL & GENERAL S&P 500 TRUST B LEGAL & GENERAL · EIN 35-7085469 / PN 001 | Common Collective Trust | — | — | $72.9M | 16.2% | |
| VANGUARD TRGT RTMNT 2045 TS VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944355 / PN 001 | Common Collective Trust | — | — | $43.1M | 9.6% | |
| VANGUARD TRGT RTMNT 2050 TS VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944390 / PN 001 | Common Collective Trust | — | — | $40.0M | 8.9% | |
| VANGUARD TRGT RTMNT 2040 TS VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941351 / PN 001 | Common Collective Trust | — | — | $38.0M | 8.4% | |
| VANGUARD TRGT RTMNT 2035 TS VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941311 / PN 001 | Common Collective Trust | — | — | $37.3M | 8.3% | |
| VANGUARD TRGT RTMNT 2055 TS VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948719 / PN 001 | Common Collective Trust | — | — | $31.0M | 6.9% | |
| VANGUARD TRGT RTMNT 2030 TS VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938065 / PN 001 | Common Collective Trust | — | — | $22.9M | 5.1% | |
| LEGAL & GENERAL S&P 400 TRUST CL B LEGAL & GENERAL · EIN 35-7085469 / PN 004 | Common Collective Trust | — | — | $20.1M | 4.4% | |
| New York Life Stable Value Investment - Anchor Account (45) Guaranteed Inv. Contract | Stable Value | — | — | $17.2M | 3.8% | |
| VANGUARD TRGT RTMNT 2025 TS VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938034 / PN 001 | Common Collective Trust | — | — | $15.3M | 3.4% | |
| American New Perspective R6 Registered Investment Co. | Common Stocks | — | — | $12.6M | 2.8% | |
| VANGUARD TRGT RTMNT 2060 TS VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948754 / PN 001 | Common Collective Trust | — | — | $12.0M | 2.7% | |
| Vanguard Total International Stock Index Inst Registered Investment Co. | Mutual Funds | — | — | $11.1M | 2.5% | |
| Vanguard Total Bond Market Index Inst Registered Investment Co. | Mutual Funds | — | — | $10.1M | 2.2% | |
| LEGAL & GENERAL S&P 600 TRUST CL B LEGAL & GENERAL · EIN 35-7085469 / PN 009 | Common Collective Trust | — | — | $9.5M | 2.1% | |
| Self-Directed Brokerage Accounts Various Funds | Self-Directed Brokerage | — | — | $8.6M | 1.9% | |
| Participant Loans Interest rates of 4.25% to 9.50% - | Bonds / Notes | — | — | $7.6M | 1.7% | |
| JPM Small Cap Growth R6 Registered Investment Co. | Common Stocks | — | — | $7.5M | 1.7% | |
| Macquarie Small Cap Value R6 Registered Investment Co. | Common Stocks | — | — | $6.3M | 1.4% | |
| Baird Aggregate Bond Inst Registered Investment Co. | Common Stocks | — | — | $5.0M | 1.1% | |
| Vanguard Target Retirement Inc. Trust Select Collective Trust Fund | Common Collective Trusts | — | — | $4.6M | 1.0% | |
| VANGUARD TRGT RTMNT INC TS VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6930815 / PN 001 | Common Collective Trust | — | — | $4.6M | 1.0% | |
| Fidelity Real Estate Index Fund Registered Investment Co. | Common Collective Trusts | — | — | $4.0M | 0.9% | |
| American New World R6 Registered Investment Co. | Common Stocks | — | — | $3.0M | 0.7% | |
| VANGUARD TRGT RTMNT 2065 TS VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6200492 / PN 001 | Common Collective Trust | — | — | $3.0M | 0.7% | |
| VANGUARD TRGT RTMNT 2020 TS VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6935530 / PN 001 | Common Collective Trust | — | — | $3.0M | 0.7% | |
| VANGUARD TARGET RETRMNT 2070 TS VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6098744 / PN 001 | Common Collective Trust | — | — | $957K | 0.2% | |
| T Rowe Price Government Money Registered Investment Co. | Mutual Funds | — | — | $19K | <0.1% |
