# Trend Micro, Incorporated 401(k) Plan
Source: https://planprovider.pro/companies/trend-micro-incorporated-401k-plan

> Trend Micro, Incorporated's 401(k) plan: 937 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| MERRILL LYNCH, PIERCE, FENNER AND S|RECORDKEEPER|$175,996|—|$175,996|

| ROBERTSON STEPHENS WEALTH MANAGEMEN|CONSULTANT|$18,000|—|$18,000|

| 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:** $193,996

- **Estimated Expense Ratio:** 0.087% 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|$193,996|$18,000|—|—|—|

| 2023|$235,508|$18,000|—|—|—|

| 2022|$198,151|—|—|—|—|

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