# Trader Joe'S Company 401(k) Plan
Source: https://planprovider.pro/companies/trader-joe-s-company-401k-plan

> Trader Joe'S Company's 401(k) plan: 64,951 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/holthouse-carlin-and-van-trigt-llp) — 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|—|—|

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