How big is S&S Cycle, Inc.'s plan?

S&S Cycle, Inc.'s plan reported $21.0M in assets and 187 participants for 2024.

Original filing (PDF)20251013091728NAL0002179810001

S&S Cycle, Inc.

Name: S&S Cycle, Inc. — S&S Cycle, Inc. Profit Sharing, Form 5500 (2024)
Creator: S&S Cycle, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

S&S Cycle, Inc. Profit Sharing Plan

401(k) retirement plan · S&S Cycle, Inc.'s S&S Cycle, Inc. Profit Sharing Plan held $21.0M in plan assets for 187 participants in 2024, with Empower as recordkeeper.

Active participants

187

Accounts w/ balance

249

Plan assets (EOY)

$21.0M

Net assets (EOY)

$21.0M

Plan identifiers

S&S Cycle, Inc.'s EIN is 39-1179826.

EIN 39-1179826

Plan number 002

Plan year 2024

ACK ID 20251013091728NAL0002179810001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for S&S Cycle, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

S&S Cycle, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

S&S CYCLE, INC.

EIN

all filings

Address

14025 COUNTY HIGHWAY G · P.O. BOX 215 · VIOLA, WI · 54664

Phone

(608) 627-0700

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$45K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
NORTHWESTERN MUTUAL INVESTMENT SVCS	—	MILWAUKEE, WI	BROKER/ADVISOR	$0	—

Investments

33 direct securities · 1 pooled fund· $21.0M(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.

Other securities

$13.4M

18 holdings

Mutual Funds

$5.1M

13 holdings

Common Collective Trusts

$2.1M

1 holding

Bonds / Notes

$417K

1 holding

Common Collective Trust

$3K

1 holding

					% of plan
State Street Target Retirement 2035 Mutual Fund	Other securities	—	—	$2.3M	10.8%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$2.1M	10.0%
Fixed Annuities * EI Fixed Account Series Class I Fixed Annuities	Other securities	—	—	$1.8M	8.6%
Dodge & Cox Income Mutual Fund	Mutual Funds	—	—	$1.3M	6.3%
State Street Target Retirement 2040 Mutual Fund	Other securities	—	—	$1.2M	5.9%
State Street Target Retirement 2030 Mutual Fund	Other securities	—	—	$1.2M	5.7%
T. Rowe Price Capital Appreciation Mutual Fund	Other securities	—	—	$1.1M	5.2%
State Street Target Retirement 2025 Mutual Fund	Other securities	—	—	$1.1M	5.2%
T. Rowe Price All-Cap Opportunities Mutual Fund	Other securities	—	—	$1.0M	4.9%
American Funds American Balanced Mutual Fund	Mutual Funds	—	—	$894K	4.3%
American Funds Capital Income Bldr Mutual Fund	Mutual Funds	—	—	$890K	4.2%
Ishares MSCI EAFE International Index Mutual Fund	Other securities	—	—	$835K	4.0%
State Street Target Retirement 2055 Mutual Fund	Other securities	—	—	$791K	3.8%
Dodge & Cox Stock Mutual Fund	Mutual Funds	—	—	$611K	2.9%
State Street Target Retirement 2050 Mutual Fund	Other securities	—	—	$548K	2.6%
State Street Target Retirement 2045 Mutual Fund	Other securities	—	—	$419K	2.0%
Interest rates of * Participant loans 4.25% to 9.50% $0	Bonds / Notes	—	—	$417K	2.0%
State Street Target Retirement 2020 Mutual Fund	Other securities	—	—	$404K	1.9%
Fidelity Advisor Mid Cap Value Z Mutual Fund	Mutual Funds	—	—	$350K	1.7%
Fidelity Advisor Small Cap Value Z Mutual Fund	Mutual Funds	—	—	$313K	1.5%
Fidelity International Enhanced Index Mutual Fund ** - Fidelity Mid Cap Index Mutual Fund	Mutual Funds	—	—	$298K	1.4%
State Street Target Retirement 2060 Mutual Fund	Other securities	—	—	$268K	1.3%
Fidelity Inflation Protected Bond Index Mutual Fund	Mutual Funds	—	—	$261K	1.2%
JP Morgan Total Return Mutual Fund	Other securities	—	—	$163K	0.8%
JP Morgan Mid Cap Growth Mutual Fund	Other securities	—	—	$121K	0.6%
T. Rowe Price New Era Mutual Fund	Other securities	—	—	$110K	0.5%
Franklin Real Estate Securities Mutual Fund	Mutual Funds	—	—	$105K	0.5%
State Street Target Retirement 2065 Mutual Fund	Other securities	—	—	$58K	0.3%
Fidelity Mid Small Index Mutual Fund	Mutual Funds	—	—	$36K	0.2%
State Street Target Retirement Mutual Fund	Other securities	—	—	$22K	0.1%
Janus Henderson Triton Mutual Fund	Mutual Funds	—	—	$21K	<0.1%
Fidelity US Bond Index Mutual Fund	Mutual Funds	—	—	$4K	<0.1%
American Funds American Mutual Fund	Mutual Funds	—	—	$3K	<0.1%
BLACKROCK EMERGING MARKETS EQUITY R GREAT GRAY · EIN 20-3802262 / PN 008	Common Collective Trust	—	—	$3K	<0.1%