Back to filter
Original filing (PDF)20250930050918NAL0012838192001
PUSH PEDAL PULL, INC.
Form 5500
FILING_RECEIVED
PUSH PEDAL PULL, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
102
Accounts w/ balance
115
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "T ROWE PRICE OVERSEAS STOCK" is 26% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PUSH PEDAL PULL, INC..
Plan sponsor
Name
PUSH PEDAL PULL, INC.
EIN
46-0370302
Address
2306 W 41ST STREET · SIOUX FALLS, SD · 57105
Phone
(605) 575-2107
Industry
Retail Tradesee 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
2025-09-30
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
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $23K | — |
Investments
28 direct securities · 1 pooled fund· $5.6M(99% 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.
Registered Investment Companies
$5.4M
28 holdings
Common Collective Trust
$185K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $1.5M | 26.2% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $1.0M | 17.8% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $472K | 8.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $294K | 5.2% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $277K | 4.9% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $266K | 4.7% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $240K | 4.3% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $223K | 4.0% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $200K | 3.6% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $185K | 3.3% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $144K | 2.6% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $134K | 2.4% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $111K | 2.0% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $94K | 1.7% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $70K | 1.3% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $67K | 1.2% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $58K | 1.0% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $57K | 1.0% | |
| GS INFLATION PROTECTED SEC R6 | Registered Investment Companies | — | — | $41K | 0.7% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $41K | 0.7% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $35K | 0.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $34K | 0.6% | |
| FID FREE INDX 2015 PREM 883 REGISTERED INVESTMENT COMPANY PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $22K | 0.4% | |
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $12K | 0.2% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $11K | 0.2% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $7K | 0.1% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $6K | 0.1% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| DFA COMMODITY STRAT PORT INST | Registered Investment Companies | — | — | $2K | <0.1% |
