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Original filing (PDF)20251013152802NAL0000765459001
PELOTON ADVANTAGE LLC
Form 5500
FILING_RECEIVED
OPEN HEALTH 401K RETIREMENT PLAN.
401(k) retirement plan
Active participants
485
Accounts w/ balance
636
Plan assets (EOY)
$54.2M
Net assets (EOY)
$54.2M
How this plan invests
This plan
1 pooled trust
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PELOTON ADVANTAGE LLC.
Plan sponsor
Name
PELOTON ADVANTAGE LLC
EIN
20-2515715
Address
1719 RT 10 STE 300 · PARSIPPANY, NJ · 070544519
Phone
(973) 582-5724
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3B · Covers self-employed individuals
2F · ERISA section 404(c)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
CST GROUP CPAS PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $59K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONTRARY INVESTMENT ADVISORS LLC | 26-4436081 | — | ADVISOR | $31K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $12K | — |
Investments
39 direct securities · 1 pooled fund· $54.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$53.8M
39 holdings
Common Collective Trust
$187K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Freedom Index 2035 Fund | — | — | — | $6.8M | 12.5% | |
| Fidelity Investments Fidelity Freedom Index 2045 Fund | — | — | — | $5.9M | 11.0% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $5.6M | 10.4% | |
| Fidelity Investments Fidelity Freedom Index 2040 Fund | — | — | — | $5.2M | 9.7% | |
| Fidelity Investments Fidelity Freedom Index 2050 Fund | — | — | — | $4.6M | 8.5% | |
| Fidelity Investments Fidelity Freedom Index 2030 Fund | — | — | — | $4.2M | 7.7% | |
| Fidelity Investments Fidelity Freedom Index 2055 Fund | — | — | — | $3.9M | 7.2% | |
| Fidelity Investments Fidelity Freedom Index 2060 Fund | — | — | — | $3.5M | 6.5% | |
| Fidelity Investments Fidelity Freedom Index 2025 Fund | — | — | — | $2.4M | 4.4% | |
| Fidelity Investments Fidelity Blue Chip Growth Fund | — | — | — | $1.6M | 3.0% | |
| Fidelity Investments Fidelity Large-Cap Growth Index Fund | — | — | — | $1.6M | 3.0% | |
| Fidelity Investments Fidelity Freedom Index 2065 Fund | — | — | — | $877K | 1.6% | |
| Fidelity Investments Fidelity Total Market Index Fund | — | — | — | $783K | 1.4% | |
| Fidelity Investments Fidelity Mid-Cap Index Fund | — | — | — | $701K | 1.3% | |
| Vanguard Windsor Admiral Shares | — | — | — | $611K | 1.1% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $551K | 1.0% | |
| American Funds American Funds Global Growth Fund | — | — | — | $533K | 1.0% | |
| Fidelity Investments Fidelity Freedom Index 2020 Fund | — | — | — | $511K | 0.9% | |
| Vanguard Selected Value Fund | — | — | — | $454K | 0.8% | |
| Fidelity Investments Fidelity Intermed Term Bond Index Fund | — | — | — | $406K | 0.8% | |
| Fidelity Investments Fidelity Small-Cap Growth Fund | — | — | — | $361K | 0.7% | |
| Fidelity Investments Fidelity Emerging Markets Index Fund | — | — | — | $337K | 0.6% | |
| Fidelity Brokeragelink - Fidelity Fund | — | — | — | $262K | 0.5% | |
| Fidelity Investments Fidelity Govt Money Market Fund | — | — | — | $257K | 0.5% | |
| American Funds American Funds Bond Fund of America | — | — | — | $221K | 0.4% | |
| Vanguard International Growth Fund | — | — | — | $191K | 0.4% | |
| Dimensional Fund DFA US Targeted Value I Fund | — | — | — | $190K | 0.4% | |
| Advisors Federated Investors Federated Hermes Capital Preservation Fund | — | — | — | $187K | 0.3% | |
| FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $187K | 0.3% | |
| American Funds American Funds Strategic Bond Fund | — | — | — | $155K | 0.3% | |
| Fidelity Investments Fidelity Real Estate Index Fund | — | — | — | $142K | 0.3% | |
| Vanguard FTSE AWSCI Fund | — | — | — | $130K | 0.2% | |
| Vanguard International Value Fund | — | — | — | $127K | 0.2% | |
| Vanguard Small-Cap Index Fund | — | — | — | $123K | 0.2% | |
| PGIM High Yield Fund | — | — | — | $76K | 0.1% | |
| Fidelity Investments Fidelity Freedom Index 2015 Fund | — | — | — | $71K | 0.1% | |
| Fidelity Investments Fidelity Inflation Protected Bond Index Fund | — | — | — | $37K | <0.1% | |
| American Funds American Funds Capital World Bank Fund | — | — | — | $37K | <0.1% | |
| PGIM Short Duration Multi-Sector Fund | — | — | — | $29K | <0.1% | |
| American Funds American Funds Moderate Growth & Income Fund | — | — | — | $12K | <0.1% |
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