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Original filing (PDF)20251015092112NAL0004170017001
TRINET USA, INC.
Form 5500
FILING_RECEIVED
TRINET 401(K) COLLEAGUE PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,459
Accounts w/ balance
4,544
Plan assets (EOY)
$451.2M
Net assets (EOY)
$451.2M
How this plan invests
This plan
15 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRINET USA, INC..
Plan sponsor
Name
TRINET USA, INC.
EIN
32-0480267
Address
ONE PARK PLACE · SUITE 600 · DUBLIN, CA · 94568
Phone
(941) 741-4306
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
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)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $286K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $376 | — |
Investments
14 direct securities · 15 pooled funds· $455.8M(100% 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
$353.6M
15 holdings
Uncategorized
$102.2M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $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. | — | — | — | $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. | — | — | — | $11.1M | 2.5% | |
| Vanguard Total Bond Market Index Inst Registered Investment Co. | — | — | — | $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 | — | — | — | $8.6M | 1.9% | |
| Participant Loans Interest rates of 4.25% to 9.50% - | — | — | — | $7.6M | 1.7% | |
| JPM Small Cap Growth R6 Registered Investment Co. | — | — | — | $7.5M | 1.7% | |
| Macquarie Small Cap Value R6 Registered Investment Co. | — | — | — | $6.3M | 1.4% | |
| Baird Aggregate Bond Inst Registered Investment Co. | — | — | — | $5.0M | 1.1% | |
| Vanguard Target Retirement Inc. Trust Select Collective Trust Fund | — | — | — | $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% | |
| Similar Party Par or Maturity Value Cost** Value American Funds Europac GRW R6 Registered Investment Co. | — | — | — | $4.5M | 1.0% | |
| Fidelity Real Estate Index Fund Registered Investment Co. | — | — | — | $4.0M | 0.9% | |
| American New World R6 Registered Investment Co. | — | — | — | $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. | — | — | — | $19K | <0.1% |
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