Plan Snapshot
- Plan Sponsor: Trimble INC.
- Sponsor EIN: 942802192
- Sponsor Address: 935 STEWART DR, SUNNYVALE, CA, 940853913
- Plan Type: 401(k)
- Total Participants: 4,729
- Total Assets: $1.1B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 4,729 | $1.1B | $14.4M | $56.4M |
| 2023 | 5,612 | $980.7M | $15.3M | $58.0M |
| 2022 | 5,114 | $824.4M | $15.9M | $56.6M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $347,073 | — | $347,073 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $295,120 | — | $295,120 |
| MOSS ADAMS LLP | ACCOUNTANT/AUDITOR | $32,020 | — | $32,020 |
| BAKER TILLY US, LLP | Auditor | $32,020 | — | $32,020 |
| MERCER INVESTMENTS | INVESTMENT ADVISOR | $21,250 | — | $21,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MOSS ADAMS LLP — ACCOUNTANT/AUDITOR
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $727,483
- Estimated Expense Ratio: 0.066% 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 | $695,119 | $347,073 | $3,000 | $32,020 | — |
| 2023 | $685,422 | $324,475 | $3,900 | $13,325 | — |
| 2022 | $706,329 | $276,255 | — | — | — |