Plan Snapshot
- Plan Sponsor: Trend Micro, Incorporated
- Sponsor EIN: 770391563
- Sponsor Address: 225 E. JOHN CARPENTER FREEWAY, IRVING, TX, 75062
- Plan Type: 401(k)
- Total Participants: 937
- Total Assets: $222.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 937 | $222.8M | $6.5M | $11.9M |
| 2023 | 1,121 | $199.4M | $7.2M | $12.8M |
| 2022 | 1,171 | $159.3M | $6.5M | $11.5M |
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 |
|---|---|---|---|---|
| JOHANSON & YAU ACCOUNTANCY CORP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $193,996 | $18,000 | — | — | — |
| 2023 | $235,508 | $18,000 | — | — | — |
| 2022 | $198,151 | — | — | — | — |