# William S. Trimble Company, INC. DC Plan
Source: https://planprovider.pro/companies/william-s-trimble-company-inc-plan

> William S. Trimble Company, INC.'s DC plan: 171 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** William S. Trimble Company, INC.

- **Sponsor EIN:** 620460703

- **Sponsor Address:** 2200 ATCHLEY STREET, KNOXVILLE, TN, 37901

- **Plan Type:** DC

- **Total Participants:** 171

- **Total Assets:** $7.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|171|$7.9M|$330,199|$473,881|

| 2023|145|$6.6M|$293,087|$373,895|

| 2022|133|$6.3M|$254,894|$383,614|

## 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|

| COULTER & JUSTUS, P.C.|Auditor|$12,750|—|$12,750|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $12,750

- **Estimated Expense Ratio:** 0.162% 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|$62,187|$24,289|$13,232|$12,750|—|

| 2023|$54,112|$20,690|$8,867|$12,000|—|

| 2022|$73,958|—|$73,958|—|—|

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