401k Record

Employers › Trimble

Trimble 401(k)

Recordkeeping fees per participant · Trimble Inc. Savings and Retirement Plan · plan year 2024

$39.29

Higher than 63% of the 790 plans over $1B that report it.

Source

= $270,526 / 6,886
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251010165023NAL0004420819001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010165023NAL0004420819001, received 2025-10-10

10th: $6.72median $34.2890th: $56.58

Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-10.

Cost and contributions

Administrative expenses excluding investment management, per participant

$50.54

10th: $9.43median $44.4790th: $97.55

Higher than 60% of the 1,045 plans over $1B that report it.

Source

= $348,046 / 6,886
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010165023NAL0004420819001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010165023NAL0004420819001, received 2025-10-10

Administrative expenses per participant

$100.95

10th: $24.33median $70.0390th: $174.36

Higher than 71% of the 1,076 plans over $1B that report it.

Source

= $695,119 / 6,886
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010165023NAL0004420819001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010165023NAL0004420819001, received 2025-10-10

Administrative expenses as a share of assets

0.063%

10th: 0.013%median 0.046%90th: 0.111%

Higher than 67% of the 1,076 plans over $1B that report it.

Source

= $695,119 / $1,096,932,664
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010165023NAL0004420819001, received 2025-10-10
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010165023NAL0004420819001, received 2025-10-10

Employer contributions per participant

$2,095

10th: $1,442median $3,74490th: $8,760

Higher than 19% of the 1,135 plans over $1B that report it.

Source

= $14,427,499 / 6,886
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010165023NAL0004420819001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010165023NAL0004420819001, received 2025-10-10

Employer share of total contributions

18.9%

10th: 19.8%median 33.4%90th: 47.5%

Higher than 8% of the 1,135 plans over $1B that report it.

Source

= $14,427,499 / $76,310,243
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010165023NAL0004420819001, received 2025-10-10
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010165023NAL0004420819001, received 2025-10-10

Plan terms, as stated in Trimble Inc.'s SEC filings

Plan terms are described in Trimble Inc.'s SEC filings: Form 11-K filed 2020-06-25 and Form 10-K filed 2026-02-25. No term could be quoted from them with the required precision.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2T default investment (QDIA) · 3F · 3H controlled-group sponsor · 3I · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251010165023NAL0004420819001, received 2025-10-10

Full record, Trimble Inc. Savings and Retirement Plan

FieldValueSource
Plan sponsorTRIMBLE INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251010165023NAL0004420819001, received 2025-10-10
Plan nameTRIMBLE INC. SAVINGS AND RETIREMENT PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20251010165023NAL0004420819001, received 2025-10-10
Sponsor EIN / plan number94-2802192 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251010165023NAL0004420819001, received 2025-10-10
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251010165023NAL0004420819001, received 2025-10-10
Sponsor locationSUNNYVALE, CAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251010165023NAL0004420819001, received 2025-10-10
Industry (business code)541511, Professional, scientific, and technical servicesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251010165023NAL0004420819001, received 2025-10-10
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251010165023NAL0004420819001, received 2025-10-10
Filing received2025-10-10Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251010165023NAL0004420819001, received 2025-10-10
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251010165023NAL0004420819001, received 2025-10-10
Amended filingyesForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251010165023NAL0004420819001, received 2025-10-10
Participants, beginning of year7,531Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251010165023NAL0004420819001, received 2025-10-10
Active participants4,729Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251010165023NAL0004420819001, received 2025-10-10
Participants, end of year7,035Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251010165023NAL0004420819001, received 2025-10-10
Participants with an account balance6,886Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010165023NAL0004420819001, received 2025-10-10
Total assets, beginning of year$980,655,359Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251010165023NAL0004420819001, received 2025-10-10
Total assets, end of year$1,096,932,664Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010165023NAL0004420819001, received 2025-10-10
Net assets, end of year$1,096,932,664Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251010165023NAL0004420819001, received 2025-10-10
Total income$241,557,730Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251010165023NAL0004420819001, received 2025-10-10
Net income$116,277,305Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251010165023NAL0004420819001, received 2025-10-10
Employer contributions$14,427,499Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010165023NAL0004420819001, received 2025-10-10
Participant contributions$56,432,564Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251010165023NAL0004420819001, received 2025-10-10
Other contributions (incl. rollovers)$5,450,180Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251010165023NAL0004420819001, received 2025-10-10
Total contributions$76,310,243Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010165023NAL0004420819001, received 2025-10-10
Benefit payments$124,559,306Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251010165023NAL0004420819001, received 2025-10-10
Total expenses (incl. benefit payments)$125,280,425Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251010165023NAL0004420819001, received 2025-10-10
Total administrative expenses$695,119Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010165023NAL0004420819001, received 2025-10-10
Contract administrator fees$3,000Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251010165023NAL0004420819001, received 2025-10-10
Recordkeeping fees$270,526Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251010165023NAL0004420819001, received 2025-10-10
IQPA audit fees$32,020Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251010165023NAL0004420819001, received 2025-10-10
Investment advisory and management fees$347,073Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251010165023NAL0004420819001, received 2025-10-10
Administrative expenses excluding investment management$348,046derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010165023NAL0004420819001, received 2025-10-10
Held in master trusts$0Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251010165023NAL0004420819001, received 2025-10-10
Held in common/collective trusts$953,459,767Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251010165023NAL0004420819001, received 2025-10-10
Held in mutual funds$30,125,850Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251010165023NAL0004420819001, received 2025-10-10
Independent auditorBAKER TILLY US, LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251010165023NAL0004420819001, received 2025-10-10

Position = column in the DOL layout for form year 2024. Filing 20251010165023NAL0004420819001, received 2025-10-10.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
STRATEGIC ADVISORS, INC.ADVISOR 27 Investment advisory (plan) $347,073no
FIDELITY INVESTMENTS INSTITUTIONALrecordkeeperRECORDKEEPER 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees $295,120yes
MOSS ADAMS LLPACCOUNTANT/AUDITOR 10 Accounting (including auditing) $32,020no
MERCER INVESTMENTSINVESTMENT ADVISOR 27 Investment advisory (plan) $21,250no

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251010165023NAL0004420819001, received 2025-10-10.

What changed since the 2023 plan year

Figure20232024Change
Total assets$980,655,359$1,096,932,66411.9%
Participants with a balance7,1176,886-3.2%
Administrative expenses$685,422$695,1191.4%
Recordkeeping fees per participant$48.30$39.29-18.7%
Employer contributions$15,297,185$14,427,499-5.7%

Prior filing 20241011180113NAL0011253859001, received 2024-10-11; the plan years are contiguous.

Alerts, claims and corrections

Alert me when this filing changes

One email when a new Form 5500 for Trimble Inc. Savings and Retirement Plan appears in the Department of Labor data. Confirmation link first; unsubscribe link in every email.

Claim this plan

For the sponsor or its plan administrator: request to verify or annotate this page. A work email address at the sponsor speeds up verification.

Report a correction

Every figure is reproduced from the filing with its source. Tell us which figure and what the filing says instead.

Sponsor name as filed: TRIMBLE INC.; SEC registrant: TRIMBLE INC. (CIK 864749, matched by EIN; display name from the Form 10-K cover).