Catherine Wragg signed Trinet HR III, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trinet HR III, Inc.'s EIN is 48-1304650.
Download the official 2024 Form 5500 (PDF) for Trinet HR III, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trinet HR III, Inc.'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 INS. COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $9.5M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGER | $3.1M | — |
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 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. | Mutual Funds | — | — | $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. | Common Stocks | — | — | $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. | Common Stocks | — | — | $92.0M | 1.1% | |
| Fidelity Real Estate Index Registed Investment Co. | Mutual Funds | — | — | $86.2M | 1.0% | |
| Participants Participant Loans, Interest - | Participant loans | — | — | $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. | Mutual Funds | — | — | $61.4M | 0.7% | |
| Delaware Small Cap Value R6 Registed Investment Co. | Common Stocks | — | — | $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. | Mutual Funds | — | — | $15.5M | 0.2% | |
| Self-Directed Brokerage Accounts Various Funds | Self-Directed Brokerage | — | — | $15.3M | 0.2% | |
| American Funds 2035 Target Date Retirement R6 Registed Investment Co. | Mutual Funds | — | — | $320K | <0.1% | |
| Vanguard Federal Money Market Inv Registed Investment Co. 416 Vanguard Target Retirement 2045 Inv Registed Investment Co. | Mutual Funds | — | — | $80K | <0.1% | |
| Fidelity 500 Index Registed Investment Co. | Common Collective Trusts | — | — | $76K | <0.1% | |
| American Funds 2065 Targett Date Retirement R6 Registed Investment Co. | Mutual Funds | — | — | $73K | <0.1% | |
| Vanguard Explorer Adm Registed Investment Co. | Mutual Funds | — | — | $71K | <0.1% | |
| Undiscovered Mgrs Behavioral Value R6 Registed Investment Co. | Common Stocks | — | — | $69K | <0.1% | |
| Vanguard Target Retirement 2055 Inv Registed Investment Co. | Mutual Funds | — | — | $40K | <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 | 36-4001764 | CHICAGO, IL | INVESTMENT ADVISOR | $60K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 43-1947695 | CHICAGO, IL | AUDIT | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MC DERMONT WILL AND EMERY LLP | 36-1453176 | CHICAGO, IL | OTHER | $18K | — |
