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Original filing (PDF)20250728051001NAL0001567377001
PELOTON GROUP, LLC
Form 5500
FILING_RECEIVED
PELOTON GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
293
Accounts w/ balance
367
Plan assets (EOY)
$38.1M
Net assets (EOY)
$38.1M
How this plan invests
This plan
27 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 GROUP, LLC.
Plan sponsor
Name
PELOTON GROUP, LLC
EIN
27-1505846
Address
99 SUMMER ST · SUITE 1500 · BOSTON, MA · 02110
Phone
(603) 490-9117
Industry
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
2025-07-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONTRAVISORY INVESTMENT MANAGEMENT, | 04-2506103 | — | INVESTMENT/FINANCIAL ADVI | $84K | — |
Investments
27 direct securities· $37.6M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % 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% |
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