Cameron Pendergraft signed Trekk Design Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trekk Design Group LLC's EIN is 43-1953275.
Download the official 2024 Form 5500 (PDF) for Trekk Design Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trekk Design Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $11K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS L | 82-1364595 |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIT AGGRESSIVE PORTFOLIO - B COMERICA BANK & TRUST · EIN 47-6646422 / PN 001 | Common Collective Trust | — | — | $2.7M | 19.2% | |
| FIT BALANCED PORT B COMERICA BANK & TRUST · EIN 47-6652256 / PN 001 | Common Collective Trust | — | — | $1.8M | 12.7% | |
| FIT GROWTH PORT B COMERICA BANK & TRUST · EIN 47-6649174 / PN 001 | Common Collective Trust | — | — | $1.3M | 9.4% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.1M | 8.1% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $756K | 5.3% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $632K | 4.5% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $530K | 3.7% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $469K | 3.3% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $446K | 3.1% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $334K | 2.4% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $333K | 2.4% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $323K | 2.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $313K | 2.2% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $299K | 2.1% | |
| TRP RETIREMENT 2005 I 481 REGISTERED INVESTMENT COMPANY VANG EQUITY INC ADM | Registered Investment Companies | — | — | $296K | 2.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $275K | 1.9% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $259K | 1.8% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $204K | 1.4% | |
| FIT MOD CONSERV PORT B COMERICA BANK & TRUST · EIN 47-6655437 / PN 001 | Common Collective Trust | — | — | $203K | 1.4% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $183K | 1.3% | |
| GS GQG PTNRS INTL OPP R6 | Registered Investment Companies | — | — | $160K | 1.1% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $146K | 1.0% | |
| TRP RETIREMENT 2065 I | Registered Investment Companies | — | — | $144K | 1.0% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $135K | 1.0% | |
| TRP RETIREMENT 2010 I 482 REGISTERED INVESTMENT COMPANY TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $128K | 0.9% | |
| AMC SMALL CAP GROWTH - R6 | Registered Investment Companies | — | — | $124K | 0.9% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $121K | 0.9% | |
| JAN HEND GLOBAL EQUITY INC N | Registered Investment Companies | — | — | $36K | 0.3% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $28K | 0.2% | |
| BLACKROCK STRATEGICGLOBLBOND K | Registered Investment Companies | — | — | $22K | 0.2% | |
| FIT CONS PORT B COMERICA BANK & TRUST · EIN 47-6658632 / PN 001 | Common Collective Trust | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $5K |
| — |
