Plan Snapshot
- Plan Sponsor: Trek Bicycle Corporation
- Sponsor EIN: 391237359
- Sponsor Address: 801 WEST MADISON STREET, WATERLOO, WI, 535941379
- Plan Type: 401(k)
- Total Participants: 2,445
- Total Assets: $245.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,445 | $245.3M | $5.3M | $13.0M |
| 2023 | 2,842 | $218.3M | $5.9M | $14.6M |
| 2022 | 3,424 | $174.9M | $5.3M | $13.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $364,994 | $100,000 | — | — | — |
| 2023 | $375,743 | $100,000 | — | — | — |
| 2022 | $333,104 | $100,000 | — | — | — |