Plan Ledger DOL Form 5500 · updated monthly

Trinetx, LLC401(k)

TRINETX 401(K) PLAN · CAMBRIDGE, MA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Trinetx, LLC reported $9,948 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 0.14% to 0.09%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Massachusetts (1,665th of 2,726), and 7,135th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$12,869,332
Participants with balances185
Active participants192
Employer contributions$0
Employee contributions$2,184,528
Employer contribution per active participant$0
Average account balance$69,564
Benefits paid to participants$804,160
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.9M · 185 accts
2023$9.8M · 168 accts
2022$7.4M · 153 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,948
Total administrative$9,948
The Trinetx, LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Trinetx, LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 · 20241
ASCENSUS LLC · Loan processing · Recordkeeping$9,948

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$9,948 · 0.09%
2023$12,103 · 0.14%
2022$10,359 · 0.14%
Same employer
Similar plansProfessional & Technical Services · Massachusetts
Valo Health Inc. MA$13.0M · 0.63%
Jounce Therapeutics, Inc. MA$13.0M · 0.01%
Zai Lab US, LLC MA$13.0M · 0.29%
Keros Therapeutics MA$12.9M · 0.01%
Neumora Therapeutics, Inc. MA$12.9M · 0.06%
Danforth Advisors, LLC MA$12.9M · 0.46%
Carnegie Dartlet, LLC MA$12.8M · 0.57%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 853257141 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.