Plan Ledger DOL Form 5500 · updated monthly

Trend Micro, Incorporated401(k)

TREND MICRO, INCORPORATED 401(K) RETIREMENT PLAN · IRVING, TX · plan year 2024

Reported admin expense ratio · 2024
0.09%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Trend Micro, Incorporated reported $193,996 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $6,908 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.12% to 0.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 362nd-largest of 5,688 plans among Texas employers on file, and the 727th of 11,654 in professional & technical services. In 2024, employees put in $1.84 for every $1.00 the employer contributed; active participation has shrunk from 1,171 to 937 since 2022.

Plan summary
Net assets, end of year$222,771,766
Participants with balances1,296
Active participants937
Employer contributions$6,472,783
Employee contributions$11,896,562
Employer contribution per active participant$6,908
Average account balance$171,892
Benefits paid to participants$22,915,127
Plan auditUnmodified (clean) audit opinion
AuditorJOHANSON & YAU ACCOUNTANCY CORP
Plan history3
Yearassets · accounts · employer contribution
2024$222.8M · 1,296 accts · $6.5M emplr
2023$199.4M · 1,442 accts · $7.2M emplr
2022$159.3M · 1,427 accts · $6.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$175,996
Investment management$18,000
Total administrative$193,996
The Trend Micro, Incorporated 401(k) match · 2024
Employer contribution per active participant$6,908
Median for plans this size$3,635
2024$6,908 per active participant
2023$6,427 per active participant
2022$5,537 per active participant

Trend Micro, Incorporated's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
MERRILL LYNCH, PIERCE, FENNER AND S · Recordkeeping$175,996
ROBERTSON STEPHENS WEALTH MANAGEMEN$18,000

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

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Administrative cost history3
2024$193,996 · 0.09%
2023$235,508 · 0.13%
2022$198,151 · 0.12%
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Source: U.S. Department of Labor, Form 5500 series, EIN 770391563 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.