Plan5500

Trek Bicycle Corporation 401(K) Plan — Form 5500 plan (Trek Bicycle Corporation)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Trek Bicycle Corporation 401(K) Plan is a benefit plan reported by Trek Bicycle Corporation under EIN 39-1237359 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,551 participants and $218,328,738 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trek Bicycle Corporation
EIN
39-1237359
Plan number
002
Plan type
2
Location
Waterloo, WI
Latest filing year
2023
Participants
4,551
End-of-year plan assets
$218,328,738

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,551H, C20241014085048NAL0052844162002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$218,328,738
Net assets (EOY)
$218,328,738
Net assets (BOY)
$174,920,086

Income & contributions

Employer contributions
$5,882,141
Participant contributions
$14,593,716
Total contributions
$22,897,475
Total income / additions
$52,965,049

Expenses & distributions

Benefits paid
$18,762,675
Administrative expenses
$375,743
Total expenses
$19,138,418
Net increase / (decrease)
$33,826,631

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$275,743$02023
Robert W Baird & CoINVESTMENT ADVISORY$100,000not reported in the loaded dataset2023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages