Trellis Co.

Plan name Trellis Co.
LocationRound Rock, Texas
Asset size ($MM)>$50 million - $100 million
Participants409
IndustryNot-for-profit
Participation rate92%
Average deferral rate8%
# of funds offered18
Investment reviewYes
True-up matchyes
Match vesting period2 years
EligibilityImmediately upon hire
Default deferral rate6%
Default investmentNot Reported
Automatic escalationYes - participants are defaulted into auto escalation at time of enrollment unless they opt out; all other participants can opt in at any time
Systematic withdrawalsNot Reported
Fee equalizationYes – a policy is in place
Match RateNot Reported
% receiving full matchNot Reported
Maximum employer contributionNot 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
RecordkeeperPrincipal
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