TREK Financial

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

357

Total plan assets

$73.8M

Filings (rows)

Direct comp

Indirect comp

$96K

SERVICES PROVIDED

Other service providers2

Prospecting the plans that use TREK Financial?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Canyon View Medical Group LC Canyon View Medical Group LC 401(k) & PSP · all filings	SPANISH FORK, UT	Other service providers	179	$39.3M	$0	$48K
Canyon View Medical Group LC Canyon View Medical Group LC 401(k) & PSP · all filings	SPANISH FORK, UT	Other service providers	178	$34.5M	$0	$48K