Plan Snapshot
- Plan Sponsor: Trex Company, INC.
- Sponsor EIN: 541910453
- Sponsor Address: 2500 TREX WAY, WINCHESTER, VA, 22601
- Plan Type: 401(k)
- Total Participants: 1,822
- Total Assets: $184.1M
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 | 1,822 | $184.1M | $8.4M | $12.2M |
| 2023 | 1,710 | $152.8M | $6.7M | $9.9M |
| 2022 | 1,629 | $125.1M | $7.0M | $11.1M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $123,681 | — | $123,681 |
| VANGUARD ADVISERS INC. | NONE | $66,423 | — | $66,423 |
| YOUNT, HYDE & BARBOUR P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- VANGUARD ADVISERS INC. — NONE
- YOUNT, HYDE & BARBOUR P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $190,104
- Estimated Expense Ratio: 0.103% 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 | $171,758 | — | — | — | — |
| 2023 | $134,065 | — | — | — | — |
| 2022 | $280,406 | — | — | — | — |