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Original filing (PDF)20250919051437NAL0000935395001
PELOTON INTERACTIVE, INC.
Form 5500
FILING_RECEIVED
PELOTON INTERACTIVE, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
1,796
Accounts w/ balance
3,926
Plan assets (EOY)
$231.0M
Net assets (EOY)
$231.0M
How this plan invests
This plan
13 pooled trusts
Schedule D
31 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
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PELOTON INTERACTIVE, INC..
Plan sponsor
Name
PELOTON INTERACTIVE, INC.
EIN
47-3533761
Address
441 9TH AVE. · NEW YORK, NY · 10001
Phone
(929) 567-0725
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
2025-09-19
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
BAKER TILLY US, 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 | $136K | — |
Investments
18 direct securities · 13 pooled funds· $229.2M(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.
Common Collective Trust
$170.3M
13 holdings
Registered Investment Companies
$58.9M
18 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET RET 2055 II VANGUARD FIDUCIARY TRUST · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $48.8M | 21.1% | |
| VAN TARGET RET 2050 TRUST II VANGUARD FIDUCIARY TRUST · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $33.8M | 14.6% | |
| VANGUARD TARGET RET 2060 II VANGUARD FIDUCIARY TRUST · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $32.7M | 14.2% | |
| FID 500 IND | Registered Investment Companies | — | — | $18.5M | 8.0% | |
| VAN TARGET RET 2045 TRUST II VANGUARD FIDUCIARY TRUST · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $17.9M | 7.7% | |
| VANGUARD TARGET RET 2040 II VANGUARD FIDUCIARY TRUST · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $11.3M | 4.9% | |
| VANGUARD TARGET RET 2035 II VANGUARD FIDUCIARY TRUST · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $8.2M | 3.6% | |
| FID TOTAL MARKET INDEX | Registered Investment Companies | — | — | $7.9M | 3.4% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $6.8M | 3.0% | |
| VANGUARD TARGET RET 2025 II VANGUARD FIDUCIARY TRUST · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $5.5M | 2.4% | |
| VANGUARD TARGET RET 2030 II VANGUARD FIDUCIARY TRUST · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $4.2M | 1.8% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $3.7M | 1.6% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $3.5M | 1.5% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $3.4M | 1.5% | |
| VANGUARD TARGET RET 2065 II VANGUARD FIDUCIARY TRUST · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.5M | 1.1% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $2.5M | 1.1% | |
| PRINCIPAL MID CAP FUND R6 | Registered Investment Companies | — | — | $2.2M | 0.9% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $2.0M | 0.9% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $1.9M | 0.8% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $1.6M | 0.7% | |
| JPMORGAN CORE PLUS BOND R6 | Registered Investment Companies | — | — | $1.5M | 0.7% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $1.4M | 0.6% | |
| JPMORGAN INTERNATIONAL EQTY R6 | Registered Investment Companies | — | — | $1.2M | 0.5% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $1.0M | 0.4% | |
| VANGUARD TARGET RET 2020 II VANGUARD FIDUCIARY TRUST · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $1.0M | 0.4% | |
| JANUS HENDERSON VENTURE FUND-N | Registered Investment Companies | — | — | $955K | 0.4% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $947K | 0.4% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $858K | 0.4% | |
| VANGUARD TARGET RET INC II VANGUARD FIDUCIARY TRUST · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $807K | 0.3% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $433K | 0.2% | |
| VANGUARD TARGET RET 2070 II VANGUARD FIDUCIARY TRUST · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $32K | <0.1% |