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

Other2

Top plans served

All 2 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
CANYON VIEW MEDICAL GROUP LC CANYON VIEW MEDICAL GROUP LC 401K & PSP	SPANISH FORK, UT	Other SERVICE PROVIDER	179	$39.3M	$0
CANYON VIEW MEDICAL GROUP LC CANYON VIEW MEDICAL GROUP LC 401K & PSP	SPANISH FORK, UT	Other SERVICE PROVIDER	178	$34.5M	$0