Trellis Co.
Plan name | Trellis Co. |
Location | Round Rock, Texas |
Asset size ($MM) | >$50 million - $100 million |
Participants | 409 |
Industry | Not-for-profit |
Participation rate | 92% |
Average deferral rate | 8% |
# of funds offered | 18 |
Investment review | Yes |
True-up match | yes |
Match vesting period | 2 years |
Eligibility | Immediately upon hire |
Default deferral rate | 6% |
Default investment | Not Reported |
Automatic escalation | Yes - participants are defaulted into auto escalation at time of enrollment unless they opt out; all other participants can opt in at any time |
Systematic withdrawals | Not Reported |
Fee equalization | Yes – a policy is in place |
Match Rate | Not Reported |
% receiving full match | Not Reported |
Maximum employer contribution | Not Reported |
Financial Education | |
Saving/Budgeting | Yes |
Investing strategies | Yes |
College saving | Yes |
Credit/Debt management | Yes |
Tax/Estate planning | Yes |
Retiree health costs/savings options​ | Yes |
Recordkeeper | Principal |