How big is TREK Strategy LLC's plan?

TREK Strategy LLC's plan reported $139K in assets and 3 participants for 2024.

Original filing (PDF)20250508135858NAL0018115296001

TREK Strategy LLC

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

Form 5500-SF

FILING_RECEIVED

TREK Strategy LLC 401(k) Plan

401(k) retirement plan · TREK Strategy LLC's TREK Strategy LLC 401(k) Plan held $139K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$139K

Net assets (EOY)

$139K

People on this filing

Travis Rudolph signed TREK Strategy LLC's 2024 Form 5500 as plan administrator.

Travis Rudolph — 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 Strategy LLC's EIN is 83-2780814.

EIN 83-2780814

Plan number 001

Plan year 2024

ACK ID 20250508135858NAL0018115296001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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