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Company Name
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Primary Plan Sponsor Contact Name
*
First
Last
Primary Contact Email
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Primary Contact Phone
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Next
Name of Current Recordkeeper
*
Name of Current Third Party Administrator
*
Please upload your Employee Census:
Click or drag files to this area to upload.
You can upload up to 5 files.
This document includes the names of current and terminated employees with DOB, SSN, and full or part time status. If you require a template, please reach out to retirementplans@trekfinancial.com.
Please Upload: Plan Balance Report - Balances by Source
Click or drag files to this area to upload.
You can upload up to 5 files.
This is a report from your recordkeeper which lists plan balances by source (Employer Match, Employee Deferral, Loan, Roth, etc.)
Please Upload: Plan Balance Report - Balances by Investment
Click or drag files to this area to upload.
You can upload up to 5 files.
This is a report from your recordkeeper which lists plan balances by investment fund.
Approximate Annual Contributions
Please Upload: Plan's Current Adoption Agreement
Click or drag files to this area to upload.
You can upload up to 5 files.
Please Upload: Results of Most Recent Testing
Click or drag files to this area to upload.
You can upload up to 5 files.
Please Upload: Current Summary Plan Description
Click or drag files to this area to upload.
You can upload up to 5 files.
Please Upload: List of Annual Fees
Click or drag files to this area to upload.
You can upload up to 5 files.
This list should include what annual fees are being paid, and if they are being paid by the employer or the employee.
Current Payroll Provider
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