Retirement plan

WILLIAM S. TRIMBLE COMPANY, INC. PROFIT SHARING PLAN

Name: WILLIAM S. TRIMBLE COMPANY, INC. - WILLIAM S. TRIMBLE COMPANY, INC. PROFIT SHARING PLAN (2018) Form 5500
Creator: WILLIAM S. TRIMBLE COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILLIAM S. TRIMBLE COMPANY, INC. PROFIT SHARING PLAN, WILLIAM S. TRIMBLE COMPANY, INC.

WILLIAM S. TRIMBLE COMPANY, INC.EIN 62-0460703Plan #001PY 2018

2200 ATCHLEY STREET - KNOXVILLE, TN 37901865-573-1911LinkedIn11-50 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4.9M

+5.2% from 2017

Total participants

140

+3.7% from 2017

Average account balance

$35,350

+1.5% from 2017

Annual return

-3.70%

-16.97 pp from 2017

Benchmarks

See 2,219 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants100-249

Cohort2,219 peers

Snapshot2018

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$7.86M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$40K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

197

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

88.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$804K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.92%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$316

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$33,218
HOME FEDERAL BANK OF TENNESSEE1 year Service code 99 · EIN 62-1230706	Other Fees	$16,792
TENNESSEE PENSION ADMINISTRATORS1 year Service code 13 · EIN 62-1757444	Contract Administrator	$7,196

Plan features & details

Pension benefit codes2E2F2G2J3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$32K

$253 / participant

Investment mgmt$4251.3%
Contract admin$32K98.7%

% of EOY assets

0.655%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: RODEFER MOSS & CO., PLLC
Auditor EIN: 621690032
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$35,350

$42,548-16.9%

$74,552-52.6%

$56,287-37.2%

Participation rate

100.0%

60.5%+39.5pp

69.1%+30.9pp

69.9%+30.1pp

Annual return

-3.70%

12.40%-16.1pp

32.53%-36.2pp

-9.96%+6.3pp

Employer contribution / active EE

$1,594

$855+86.4%

$1,961-18.7%

$2,111-24.5%

Participant deferral / active EE

$2,285

$2,277+0.3%

$3,108-26.5%

$3,350-31.8%

Admin fee / account holder

$232

$467-50.4%

$5,060-95.4%

$521-55.5%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Service code 64

8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$33,218

HOME FEDERAL BANK OF TENNESSEE1 year

Service code 99 · EIN 62-1230706

Other Fees

$16,792

TENNESSEE PENSION ADMINISTRATORS1 year

Service code 13 · EIN 62-1757444

Contract Administrator

$7,196

WILLIAM S. TRIMBLE COMPANY, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WILLIAM S. TRIMBLE COMPANY, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion