Plan Snapshot
- Plan Sponsor: Trader Joe'S Company
- Sponsor EIN: 951987958
- Sponsor Address: 800 SOUTH SHAMROCK AVE., MONROVIA, CA, 91016
- Plan Type: 401(k)
- Total Participants: 64,951
- Total Assets: $3.2B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 64,951 | $3.2B | $29.7M | $114.3M |
| 2023 | 62,604 | $2.8B | $23.1M | $98.6M |
| 2022 | 53,296 | $2.4B | $96.4M | $53.7M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | RECORDKEEPER | $320,109 | — | $320,109 |
| RBC CAPITAL MARKETS LLC | INVESTMENT ADVISOR | $300,000 | — | $300,000 |
| HOLTHOUSE CARLIN & VAN TRIGT | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLTHOUSE CARLIN & VAN TRIGT — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $620,109
- Estimated Expense Ratio: 0.019% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $620,109 | $300,000 | — | — | — |
| 2023 | $620,059 | $300,000 | — | — | — |
| 2022 | $695,929 | — | $695,929 | — | — |