Plan Ledger DOL Form 5500 · updated monthly

Trumpf Inc.401(k)

TRUMPF INC. EMPLOYEE RETIREMENT SAVINGS PLAN · FARMINGTON, CT · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Trumpf Inc. reported $170,524 in plan administrative expenses for 2024: 0.06% of average plan assets, below the peer median. Employer contributions averaged $6,673 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 3 years on file its reported administrative ratio has held roughly steady near 0.065%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other manufacturing employers. By assets it is the 88th-largest of 1,106 plans among Connecticut employers on file, and the 908th of 13,661 in manufacturing. In 2024, employees put in $1.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$276,996,673
Participants with balances1,846
Active participants1,300
Employer contributions$8,674,355
Employee contributions$10,247,001
Employer contribution per active participant$6,673
Average account balance$150,052
Benefits paid to participants$20,158,000
Plan auditUnmodified (clean) audit opinion
AuditorFIONDELLA, MILONE & LASRACINE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$277.0M · 1,846 accts · $8.7M emplr
2023$248.1M · 1,829 accts · $8.6M emplr
2022$211.8M · 1,759 accts · $7.2M emplr
The Trumpf Inc. 401(k) match · 2024
Employer contribution per active participant$6,673
Median for plans this size$4,294
2024$6,673 per active participant
2023$6,563 per active participant
2022$5,653 per active participant

Trumpf Inc.'s 2024 employer contribution ran above the $4,294 median for plans its size. 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 · 20241
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$177,214

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$170,524 · 0.06%
2023$159,715 · 0.07%
2022$142,956 · 0.06%
Similar plansManufacturing · Connecticut
Element Solutions Inc CT$311.2M · 0.08%
Pmi Global Services Inc CT$303.5M · 0.03%
Quadient Inc. CT$282.5M · 0.11%
Tronox Incorporated CT$261.2M · 0.05%
Ethan Allen Global, Inc. CT$248.6M · 0.18%
Sturm, Ruger & Company, Inc. CT$234.7M · 0.01%
Bic Corporation CT$216.6M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060856885 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.