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Original filing (PDF)20251014153723NAL0006621026001
TRINET HR III, INC.
Form 5500
FILING_RECEIVED
TRINET 401(K) PLAN
401(k) retirement plan
Active participants
209,337
Accounts w/ balance
20,530
Plan assets (EOY)
$8.7B
Net assets (EOY)
$8.7B
How this plan invests
This plan
20 pooled trusts
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Knocking points off
- 15 bps in Schedule C fees — 191% above peer band of 5 bps.
- Only 10% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRINET HR III, INC..
Plan sponsor
Name
TRINET HR III, INC.
EIN
48-1304650
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
334
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)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $9.5M | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGER | $3.1M | — |
| FIDUCIENT ADVISORS | 36-4001764 | CHICAGO, IL | INVESTMENT ADVISOR | $60K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 43-1947695 | CHICAGO, IL | AUDIT | $37K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MC DERMONT WILL AND EMERY LLP | 36-1453176 | CHICAGO, IL | OTHER | $18K | — |
Investments
17 direct securities · 20 pooled funds· $8.7B(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
$8.0B
20 holdings
Uncategorized
$715.5M
17 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LEGAL & GENERAL S&P 500 DC CIT RELIANCE TRUST CT OR SVF · EIN 35-7085469 / PN 005 | Common Collective Trust | — | — | $1.6B | 18.8% | |
| VANGUARD TARGER RETIRE 2050 TRUST VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 47-6944390 / PN 001 | Common Collective Trust | — | — | $796.6M | 9.1% | |
| VANGUARD TARGET RETIRE 2045 TRUST S VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 47-6944355 / PN 001 | Common Collective Trust | — | — | $764.7M | 8.8% | |
| VANGUARD TARGET RETIRE 2055 TRUST S VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 47-6948719 / PN 001 | Common Collective Trust | — | — | $672.6M | 7.7% | |
| VANGUARD TARGET RETIRE 2040 TRUST VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 47-6941351 / PN 001 | Common Collective Trust | — | — | $657.2M | 7.5% | |
| VANGUARD TARGET RETIRE 2035 TRUST S VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 47-6941311 / PN 001 | Common Collective Trust | — | — | $651.6M | 7.5% | |
| VANGUARD TARGET RETIRE 2030 TRUST VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 47-6938065 / PN 001 | Common Collective Trust | — | — | $507.4M | 5.8% | |
| VANGUARD TARGET RETIRE 2060 TRUST VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 47-6948754 / PN 001 | Common Collective Trust | — | — | $373.8M | 4.3% | |
| LEGAL & GENERAL S&P 400 DC CIT B RELIANCE TRUST CT OR SVF · EIN 35-7085469 / PN 004 | Common Collective Trust | — | — | $346.4M | 4.0% | |
| VANGUARD TARGER RETIRE 2025 TRUST S VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 47-6938034 / PN 001 | Common Collective Trust | — | — | $293.0M | 3.4% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $264.9M | 3.0% | |
| STATE ST INTL INDEX SL C1IX STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 32-6528132 / PN 010 | Common Collective Trust | — | — | $249.4M | 2.9% | |
| American Funds New Perspective R6 Registed Investment Co. | — | — | — | $186.2M | 2.1% | |
| STATE ST. US BOND INDEX SL C1 XIV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $181.4M | 2.1% | |
| LEGAL & GENERAL S&P 600 DC CIT RELIANCE TRUST CT OR SVF · EIN 35-7085469 / PN 001 | Common Collective Trust | — | — | $159.5M | 1.8% | |
| JP Morgan Small Cap Growth L Registed Investment Co. | — | — | — | $118.7M | 1.4% | |
| STATE ST EMG LKTS INDX SL SF C1 II STATE STREET GLOBAL ADV COLLECTIVE TRUST FUNDS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $117.8M | 1.4% | |
| VANGUARD TARGET RETIRE 2065 TRUST VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 86-6200492 / PN 001 | Common Collective Trust | — | — | $109.3M | 1.3% | |
| VANGUARD TARGER RETIRE 2020 TRUST VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 47-6935530 / PN 001 | Common Collective Trust | — | — | $103.2M | 1.2% | |
| Baird Aggregate Bond Inst Registed Investment Co. | — | — | — | $92.0M | 1.1% | |
| Fidelity Real Estate Index Registed Investment Co. | — | — | — | $86.2M | 1.0% | |
| Participants Participant Loans, Interest - | — | — | — | $79.1M | 0.9% | |
| VANGUARD TARGET RETIRE INC TRUST SE VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 47-6930815 / PN 001 | Common Collective Trust | — | — | $63.6M | 0.7% | |
| American Funds EUPAC R6 Registed Investment Co. | — | — | — | $61.4M | 0.7% | |
| Delaware Small Cap Value R6 Registed Investment Co. | — | — | — | $60.2M | 0.7% | |
| VANGUARD TARGET RETIRE 2070 TRUST VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 88-6098744 / PN 001 | Common Collective Trust | — | — | $25.3M | 0.3% | |
| HARRIS ASSOC. OAKMARK INTL COL FD C SEI TRUST COMPANY · EIN 27-4432919 / PN 004 | Common Collective Trust | — | — | $21.7M | 0.2% | |
| Dreyfus Government Cash Mgmt Instl Registed Investment Co. | — | — | — | $15.5M | 0.2% | |
| Self-Directed Brokerage Accounts Various Funds | — | — | — | $15.3M | 0.2% | |
| American Funds 2035 Target Date Retirement R6 Registed Investment Co. | — | — | — | $320K | <0.1% | |
| Similar Party Par or Maturity Value Cost ** Value American Funds 2030 Target Date Retirement R6 Registed Investment Co. | — | — | — | $207K | <0.1% | |
| Vanguard Federal Money Market Inv Registed Investment Co. 416 Vanguard Target Retirement 2045 Inv Registed Investment Co. | — | — | — | $80K | <0.1% | |
| Fidelity 500 Index Registed Investment Co. | — | — | — | $76K | <0.1% | |
| American Funds 2065 Targett Date Retirement R6 Registed Investment Co. | — | — | — | $73K | <0.1% | |
| Vanguard Explorer Adm Registed Investment Co. | — | — | — | $71K | <0.1% | |
| Undiscovered Mgrs Behavioral Value R6 Registed Investment Co. | — | — | — | $69K | <0.1% | |
| Vanguard Target Retirement 2055 Inv Registed Investment Co. | — | — | — | $40K | <0.1% |