Original filing (PDF)20251009171057NAL0016728418001

TREK IG, LLC D/B/A TREK INVESTMENT GROUP

Name: TREK IG, LLC D/B/A TREK INVESTMENT GROUP — TREK INVESTMENT GROUP 401(K) PLAN, Form 5500 (2024)
Creator: TREK IG, LLC D/B/A TREK INVESTMENT GROUP

Form 5500-SF

FILING_RECEIVED

TREK INVESTMENT GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$104K

Net assets (EOY)

$104K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TREK IG, LLC D/B/A TREK INVESTMENT GROUP.

Plan sponsor

Name

TREK IG, LLC D/B/A TREK INVESTMENT GROUP

EIN

81-4218882all filings

Address

11719 BEE CAVES RD., SUITE 301 · AUSTIN, TX · 78738

Phone

(512) 433-6999

Industry

Finance & Insurancesee all

Plan administrator