Trend Micro, Incorporated 401(k) Retirement Plan
Sponsored by Trend Micro, Incorporated · EIN 770391563 · Plan #001
- Total assets
- $223M
- Net assets
- $223M
- Active participants
- 937
- With balances
- 1,296
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Investment management fees (indirect), Shareholder servicing fees | $175,996 |
| Robertson Stephens Wealth Managemen | Consulting fees | $18,000 |