Plan Snapshot
- Plan Sponsor: Trumpf INC.
- Sponsor EIN: 060856885
- Sponsor Address: 111 HYDE ROAD, FARMINGTON, CT, 06032
- Plan Type: 401(k)
- Total Participants: 1,300
- Total Assets: $277.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,300 | $277.0M | $8.7M | $10.2M |
| 2023 | 1,317 | $248.1M | $8.6M | $10.1M |
| 2022 | 1,273 | $211.8M | $7.2M | $8.6M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $177,214 | — | $177,214 |
| FIONDELLA, MILONE & LASRACINE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $177,214
- Estimated Expense Ratio: 0.064% 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 | $170,524 | — | — | — | — |
| 2023 | $159,715 | — | — | — | — |
| 2022 | $142,956 | — | — | — | — |