AUMdb

Trekker Distributor Inc 401(k) Plan

Sponsored by Trekker Distributor Inc · EIN 460715115 · Plan #001

Total assets
$1.5M
Net assets
$1.5M
Active participants
130
With balances
273

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $20,713
Wealth Enhancement Advisory Service Recordkeeping, Trustee (institutional), Other services $6,323
Adp Broker Dealer Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees $0