Original filing (PDF)20251015155348NAL0005340993001

VANCE OUTDOORS, INC.

Name: VANCE OUTDOORS, INC. — VANCE OUTDOORS EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: VANCE OUTDOORS, INC.

Form 5500

FILING_RECEIVED

VANCE OUTDOORS EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 2

100% in single holdingNo recordkeeper disclosed

Active participants

193

Accounts w/ balance

216

Plan assets (EOY)

$745K

Net assets (EOY)

-$15.2M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VANCE OUTDOORS, INC..

Plan sponsor

Name

VANCE OUTDOORS, INC.

EIN

54-2072038

Address

3723 CLEVELAND AVENUE · COLUMBUS, OH · 43224

Phone

(614) 489-5025

Industry

Retail Tradesee all

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

2025-10-15

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

WHALEN & CO.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $745K(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Vance Outdoors, Inc. Common Shares - 500,000	—	—	$20.4M	$745K	100.0%

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