# Trimble INC. 401(k) Plan
Source: https://planprovider.pro/companies/trimble-inc-401k-plan

> Trimble INC.'s 401(k) plan: 4,729 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MOSS ADAMS LLP](https://planprovider.pro/provider/milliman) — ACCOUNTANT/AUDITOR

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trimble-inc-401k-plan)

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