Katherine Stilling signed Peloton Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Peloton Group, LLC's EIN is 27-1505846.
Download the official 2024 Form 5500 (PDF) for Peloton Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Peloton Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONTRAVISORY INVESTMENT MANAGEMENT, | 04-2506103 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY ADVISOR BALANCED Z | Registered Investment Companies | — | — | $6.4M | 16.9% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $5.1M | 13.4% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $3.9M | 10.3% | |
| FID ADV EQUITY GROWTH - Z | Registered Investment Companies | — | — | $2.3M | 5.9% | |
| FIDELITY ADV FREEDOM 2060 K6 | Registered Investment Companies | — | — | $2.1M | 5.6% | |
| FIDELITY ADV FREEDOM 2035 K6 | Registered Investment Companies | — | — | $1.9M | 5.1% | |
| FIDELITY ADV FREEDOM 2050 K6 | Registered Investment Companies | — | — | $1.7M | 4.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.7M | 4.5% | |
| FID ADV GRWTH OPPS - Z | Registered Investment Companies | — | — | $1.7M | 4.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.6M | 4.3% | |
| FIDELITY ADV FREEDOM 2040 K6 | Registered Investment Companies | — | — | $1.2M | 3.0% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $1.1M | 2.9% | |
| FIDELITY ADV FREEDOM 2055 K6 | Registered Investment Companies | — | — | $1.1M | 2.9% | |
| DODGE & COX STOCK I | Registered Investment Companies | — | — | $871K | 2.3% | |
| VANGUARD GROWTH & INCOME ADMIR | Registered Investment Companies | — | — | $815K | 2.1% | |
| DODGE & COX INCOME I | Registered Investment Companies | — | — | $728K | 1.9% | |
| FIDELITY GOVERNMENT MONEY MRKT | Registered Investment Companies | — | — | $707K | 1.9% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $626K | 1.6% | |
| MACQUARIE SYST EMMKTS EQ INST | Registered Investment Companies | — | — | $413K | 1.1% | |
| FIDELITY ADV FREEDOM 2030 K6 | Registered Investment Companies | — | — | $375K | 1.0% | |
| FIDELITY ADV FREEDOM 2045 K6 | Registered Investment Companies | — | — | $334K | 0.9% | |
| FIDELITY ADV FREEDOM 2025 K6 | Registered Investment Companies | — | — | $324K | 0.8% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $152K | 0.4% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $143K | 0.4% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $134K | 0.4% | |
| VANGUARD GNMA ADM | Registered Investment Companies | — | — | $45K | 0.1% | |
| FIDELITY ADV FREEDOM 2065 K6 | Registered Investment Companies | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $84K |
| — |
