Plan Ledger DOL Form 5500 · updated monthly

Trinet HR IV, LLC401(k)

TRINET SELECT 401(K) PLAN · BRADENTON, FL · plan year 2024

Reported admin expense ratio · 2024
0.08%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Trinet HR IV, LLC reported $2,309,393 in plan administrative expenses for 2024: 0.08% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,314 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.17% to 0.08%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other professional & technical services employers. By assets it is the 13th-largest of 3,644 plans among Florida employers on file, and the 47th of 11,654 in professional & technical services. In 2024, employees put in $2.84 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,954,693,069
Participants with balances20,148
Active participants28,477
Employer contributions$94,370,305
Employee contributions$267,745,957
Employer contribution per active participant$3,314
Average account balance$146,649
Benefits paid to participants$249,787,109
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.0B · 20,148 accts · $94.4M emplr
2023$2.5B · 29,770 accts · $118.7M emplr
2022$2.0B · 24,680 accts · $99.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,309,393
Total administrative$2,309,393
The Trinet HR IV, LLC 401(k) match · 2024
Employer contribution per active participant$3,314
Median for plans this size$5,259
2024$3,314 per active participant
2023$4,281 per active participant
2022$3,442 per active participant

Trinet HR IV, LLC's 2024 employer contribution ran below the $5,259 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
EMPOWER ADVISORY GROUP, LLC · Investment management$112,599
FIDUCIENT ADVISORS, LLC · Investment advisory (plan)$59,538
CBIZ CPAS P.C. · Accounting / audit$35,500

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$2,309,393 · 0.08%
2023$1,828,648 · 0.08%
2022$3,633,621 · 0.17%
Same employer
Similar plansProfessional & Technical Services · Florida
PwC US Group LLP FL$13.2B · 0.01%
Trinet HR III, Inc. FL$8.7B · 0.16%
Holland & Knight LLP FL$2.0B · 0.04%
Ukg Inc. FL$2.0B · 0.06%
Greenberg Traurig, PA FL$1.6B · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133867443 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.