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Company:
Trek Bicycle Corporation
Plan:
Trek Bicycle Corporation Employee Stock Ownership Plan
 

Trek Bicycle Corporation

65 Plan:

 
 
65
10
63
85
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 20 point difference between this plan's BrightScope Rating (65) and the top rated plan (85) could equate to:
[How is this calculated?]
10 additional years of work
Up to $101,700 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

Trek Bicycle Corporation Employee Stock Ownership Plan is a defined contribution plan with a stock bonus component and ESOP component. This plan has a BrightScope Rating of 65. This plan is in the top 15% of plans for Total Plan Cost. Trek Bicycle Corporation Employee Stock Ownership Plan currently has over 1,200 active participants and over $74.5M in plan assets.


 Investment Menu Statistics

No. of Investment Options
4
Plan Average: 20
Largest Funds in this 401k: based on % allocation of assets
1. Trek Bicycle Corporation Class A Stock 92%
2. Wells Fargo Advantage 100% Treasury Money Market 6%
3. BMO Prime Money Market 1%

 Retirement Plan Details

Address 801 West Madison Street
Waterloo, WI 53594-1379 
Industry Manufacturing
Administrator Joseph R. Siefkes
Net Plan Assets $74,500,000
Total Participants 1,200
Avg Account Balance $67,000

  Plan Service Providers

Recordkeeper Marshall & Ilsley
Auditor McGladrey Wealth Management LLC