Plan Snapshot
- Plan Sponsor: Trek Bicycle Corporation
- Sponsor EIN: 391237359
- Sponsor Address: 801 WEST MADISON STREET, WATERLOO, WI, 535941379
- Plan Type: DC
- Total Participants: 2,312
- Total Assets: $147.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,312 | $147.4M | $0 | $0 |
| 2023 | 2,903 | $194.3M | $4,698 | $0 |
| 2022 | 2,361 | $239.8M | $5.1M | $0 |
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 | $102,593 | — | — | — | — |
| 2023 | $85,381 | $85,381 | — | — | — |
| 2022 | $54,552 | $5,641 | $45,105 | — | $3,806 |