AUMdb

Trek Bicycle Corporation Employee Stock Ownership Plan

Sponsored by Trek Bicycle Corporation · EIN 391237359 · Plan #001

Total assets
$147M
Net assets
$147M
Active participants
2,312
With balances
1,431

Plan year beginning 01/01/2024 · Stock bonus

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
Transition Finance Strategies Plan administrator $89,455
Epstein Valuation $8,190