Trimble Inc. Savings And Retirement Plan
Sponsored by Trimble Inc. · EIN 942802192 · Plan #001
- Total assets
- $1.1B
- Net assets
- $1.1B
- Active participants
- 4,729
- With balances
- 6,886
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $347,073 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $295,120 |
| Moss Adams Llp | Accounting | $32,020 |
| Mercer Investments | Investment advisory (plan) | $21,250 |