AUMdb

Trinet Select 401(k) Plan

Sponsored by Trinet Hr Iv, Llc · EIN 133867443 · Plan #333

Total assets
$3.0B
Net assets
$3.0B
Active participants
28,477
With balances
20,148

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024
Fiducient Advisors Llc CRD 106720 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Co Recordkeeping fees $2,196,794
Empower Advisory Group, Llc Investment management $112,599
Fiducient Advisors, Llc Investment advisory (plan) $59,538
Cbiz Cpas P.C. Accounting, Other fees $35,500