Plan Snapshot
- Plan Sponsor: Trex Company, INC.
- Sponsor EIN: 541910453
- Sponsor Address: 2500 TREX WAY, WINCHESTER, VA, 22601
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,817
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 1,817 | $0 | $0 | $0 |
| 2024 | 1,863 | $0 | $0 | $0 |
| 2023 | 1,526 | $0 | $0 | $0 |
| 2022 | 2,195 | $0 | $0 | $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 |
|---|---|---|---|---|
| UMR, INC | Other Service Provider | $1,134,584 | $35,745 | $1,170,329 |
| AP BENEFIT ADVISORS, LLC | Investment Advisor | $146,691 | — | $146,691 |
| EXPRESS SCRIPTS | Other Service Provider | $101,678 | — | $101,678 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,418,698
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |