How big is Trimble Investment Group's plan?

Trimble Investment Group's plan reported $261K in assets and 3 participants for 2024.

Original filing (PDF)20251010113150NAL0004189059001

Trimble Investment Group

Name: Trimble Investment Group — Trimble Wealth Advisors, Form 5500 (2024)
Creator: Trimble Investment Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trimble Wealth Advisors 401(k)

401(k) retirement plan · Trimble Investment Group's Trimble Wealth Advisors 401(k) held $261K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$261K

Net assets (EOY)

$261K

People on this filing

Richard Tatum signed Trimble Investment Group's 2024 Form 5500 as plan administrator.

Richard Tatum — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Trimble Investment Group's EIN is 27-4860744.

EIN 27-4860744

Plan number 001

Plan year 2024

ACK ID 20251010113150NAL0004189059001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trimble Investment Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trimble Investment Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRIMBLE INVESTMENT GROUP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score