How big is TREK Financial, LLC's plan?

TREK Financial, LLC's plan reported $1.6M in assets and 16 participants for 2024.

Original filing (PDF)20251010175225NAL0013070224001

TREK Financial, LLC

Name: TREK Financial, LLC — TREK Financial 401(k) Plan, Form 5500 (2024)
Creator: TREK Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TREK Financial 401(k) Plan

401(k) retirement plan · TREK Financial, LLC's TREK Financial 401(k) Plan held $1.6M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Kevin Boercker signed TREK Financial, LLC's 2024 Form 5500 as plan administrator.

Kevin Boercker — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

TREK Financial, LLC's EIN is 82-3738447.

EIN 82-3738447

Plan number 001

Plan year 2024

ACK ID 20251010175225NAL0013070224001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for TREK Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

TREK Financial, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TREK FINANCIAL, LLC.

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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