Trk Enterprises 401(k) Plan
Sponsored by Trk Enterprises, Inc. · EIN 273555821 · Plan #001
- Total assets
- $2.1M
- Net assets
- $2.1M
- Active participants
- 238
- With balances
- 131
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $24,725 |
| Wells Fargo Advisors | Investment advisory (plan) | $12,807 |
| Nova 401 K Associates | Recordkeeping | $5,885 |