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Original filing (PDF)20251015192003NAL0002809395001
GIANT BICYCLE INC
Form 5500
FILING_RECEIVED
GIANT BICYCLE INC 401K PLAN
401(k) retirement plan
Active participants
115
Accounts w/ balance
157
Plan assets (EOY)
$15.5M
Net assets (EOY)
$15.5M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 47 bps in Schedule C fees — 63% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GIANT BICYCLE INC.
Plan sponsor
Name
GIANT BICYCLE INC
EIN
62-1327237
Address
3587 OLD CONEJO ROAD · NEWBURY PARK, CA · 913202122
Phone
(805) 267-4602
Industry
Wholesale 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
2025-10-15
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
HOLTHOUSE CARLIN & VAN TRIGT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $11K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $50K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $6K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUOG-RYDING COMPANY, INC. | 95-3497679 | WESTLAKE VILLAGE, CA | TPA | $6K | — |
Investments
29 direct securities· $15.2M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Asset Allocation Mutual Fund | — | — | — | $2.5M | 15.8% | |
| Vanguard Equity-Income Fund Mutual Fund | — | — | — | $1.6M | 10.3% | |
| Vanguard 500 Index Fund Mutual Fund | — | — | — | $1.3M | 8.3% | |
| Fully benefit-responsive investment contract * Key Guaranteed Portfolio Fund Guaranteed Interest Contract | — | — | — | $1.2M | 7.8% | |
| Vanguard Target Retirement 2045 Fund Asset Allocation Mutual Fund | — | — | — | $1.1M | 7.4% | |
| Vanguard U.S. Growth Fund Mutual Fund | — | — | — | $1.1M | 7.3% | |
| Vanguard Target Retirement 2025 Fund Asset Allocation Mutual Fund | — | — | — | $747K | 4.8% | |
| DFA Global Equity Fund Mutual Fund | — | — | — | $637K | 4.1% | |
| Vanguard Target Retirement 2050 Fund Asset Allocation Mutual Fund | — | — | — | $577K | 3.7% | |
| American Funds American Balanced Fund Mutual Fund | — | — | — | $568K | 3.7% | |
| American Funds EuroPacific Growth Fund Mutual Fund | — | — | — | $567K | 3.7% | |
| Vanguard Target Retirement 2040 Fund Asset Allocation Mutual Fund | — | — | — | $522K | 3.4% | |
| Vanguard Small Cap Index Fund Mutual Fund | — | — | — | $453K | 2.9% | |
| Vanguard Target Retirement 2060 Fund Asset Allocation Mutual Fund | — | — | — | $295K | 1.9% | |
| Vanguard Real Estate Index Fund Mutual Fund | — | — | — | $287K | 1.8% | |
| American Funds New World Fund Mutual Fund | — | — | — | $267K | 1.7% | |
| Vanguard Target Retirement 2055 Fund Asset Allocation Mutual Fund | — | — | — | $258K | 1.7% | |
| Nuveen Mid-Cap Growth Fund Mutual Fund | — | — | — | $190K | 1.2% | |
| Vanguard Materials Index Fund Mutual Fund | — | — | — | $187K | 1.2% | |
| Vanguard Target Retirement 2030 Fund Asset Allocation Mutual Fund | — | — | — | $150K | 1.0% | |
| Baird Core Plus Bond Fund Mutual Fund | — | — | — | $146K | 0.9% | |
| Franklin Mutual U.S. Mid-Cap Value Fund Mutual Fund | — | — | — | $124K | 0.8% | |
| Vanguard Explorer Fund Mutual Fund | — | — | — | $94K | 0.6% | |
| DFA U.S. Targeted Value Fund Mutual Fund | — | — | — | $75K | 0.5% | |
| Vanguard High-Yield Corporate Fund Mutual Fund | — | — | — | $73K | 0.5% | |
| Putnam Large Cap Value Fund Mutual Fund | — | — | — | $67K | 0.4% | |
| Putnam Income Fund Mutual Fund | — | — | — | $60K | 0.4% | |
| Investments Vanguard Target Retirement Income Fund Asset Allocation Mutual Fund | — | — | — | $29K | 0.2% | |
| Vanguard Target Retirement 2020 Fund Asset Allocation Mutual Fund | — | — | — | $28K | 0.2% |
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