# Trekk Design Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/trekk-design-group-llc-401k-plan

> Trekk Design Group LLC&#39;s 401(k) plan: 200 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trekk Design Group LLC

- **Sponsor EIN:** 431953275

- **Sponsor Address:** 1310 E 104TH ST, KANSAS CITY, MO, 64131

- **Plan Type:** 401(k)

- **Total Participants:** 200

- **Total Assets:** $14.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|200|$14.2M|$539,603|$1.2M|

| 2023|182|$10.9M|$479,064|$1.1M|

| 2022|157|$8.1M|$386,817|$861,168|

## 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|

| ADP, INC.|RECORD KEEPER|$10,622|—|$10,622|

| PRIME CAPITAL INVESTMENT ADVISORS L|INVESTMENT/FINANCIAL ADVI|$5,003|—|$5,003|

| SSC CPAS P.A.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [SSC CPAS P.A.](https://planprovider.pro/provider/ssc-cpas-pa) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $15,625

- **Estimated Expense Ratio:** 0.110% of plan assets

### 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|$15,626|$5,004|—|—|—|

| 2023|$10,824|—|—|—|—|

| 2022|$18,792|$17,287|$1,505|—|—|

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