How big is Giant Bicycle Inc.'s plan?

Giant Bicycle Inc.'s plan reported $15.5M in assets and 115 participants for 2024.

Original filing (PDF)20251015192003NAL0002809395001

Giant Bicycle Inc.

Name: Giant Bicycle Inc. — Giant Bicycle Inc. 401(k) Plan, Form 5500 (2024)
Creator: Giant Bicycle Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Giant Bicycle Inc. 401(k) Plan

401(k) retirement plan · Giant Bicycle Inc.'s Giant Bicycle Inc. 401(k) Plan held $15.5M in plan assets for 115 participants in 2024, with Empower as recordkeeper.

Active participants

115

Accounts w/ balance

157

Plan assets (EOY)

$15.5M

Net assets (EOY)

$15.5M

Plan identifiers

Giant Bicycle Inc.'s EIN is 62-1327237.

EIN 62-1327237

Plan number 001

Plan year 2024

ACK ID 20251015192003NAL0002809395001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Giant Bicycle Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

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

GIANT BICYCLE INC

EIN

all filings

Address

3587 OLD CONEJO ROAD · NEWBURY PARK, CA · 913202122

Phone

(805) 267-4602

Industry

Wholesale Trade

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)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$11K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL	—	SAN DIEGO, CA	INVESTMENT ADVISOR	$50K	—

Investments

29 direct securities· $15.2M(98% of reported assets)

Mutual Funds

$11.7M

23 holdings

Common Collective Trusts

$2.2M

4 holdings

Other securities

$1.4M

2 holdings

					% of plan
Vanguard Target Retirement 2035 Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$2.5M	15.8%
Vanguard Equity-Income Fund Mutual Fund	Mutual Funds	—	—	$1.6M	10.3%
Vanguard 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.3M	8.3%
Fully benefit-responsive investment contract * Key Guaranteed Portfolio Fund Guaranteed Interest Contract	Other securities	—	—	$1.2M	7.8%
Vanguard Target Retirement 2045 Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$1.1M	7.4%
Vanguard U.S. Growth Fund Mutual Fund	Mutual Funds	—	—	$1.1M	7.3%
Vanguard Target Retirement 2025 Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$747K	4.8%
DFA Global Equity Fund Mutual Fund	Mutual Funds	—	—	$637K	4.1%
Vanguard Target Retirement 2050 Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$577K	3.7%
American Funds American Balanced Fund Mutual Fund	Mutual Funds	—	—	$568K	3.7%
American Funds EuroPacific Growth Fund Mutual Fund	Mutual Funds	—	—	$567K	3.7%
Vanguard Target Retirement 2040 Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$522K	3.4%
Vanguard Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$453K	2.9%
Vanguard Target Retirement 2060 Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$295K	1.9%
Vanguard Real Estate Index Fund Mutual Fund	Common Collective Trusts	—	—	$287K	1.8%
American Funds New World Fund Mutual Fund	Mutual Funds	—	—	$267K	1.7%
Vanguard Target Retirement 2055 Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$258K	1.7%
Nuveen Mid-Cap Growth Fund Mutual Fund	Mutual Funds	—	—	$190K	1.2%
Vanguard Materials Index Fund Mutual Fund	Common Collective Trusts	—	—	$187K	1.2%
Vanguard Target Retirement 2030 Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$150K	1.0%
Baird Core Plus Bond Fund Mutual Fund	Other securities	—	—	$146K	0.9%
Franklin Mutual U.S. Mid-Cap Value Fund Mutual Fund	Mutual Funds	—	—	$124K	0.8%
Vanguard Explorer Fund Mutual Fund	Mutual Funds	—	—	$94K	0.6%
DFA U.S. Targeted Value Fund Mutual Fund	Mutual Funds	—	—	$75K	0.5%
Vanguard High-Yield Corporate Fund Mutual Fund	Mutual Funds	—	—	$73K	0.5%
Putnam Large Cap Value Fund Mutual Fund	Mutual Funds	—	—	$67K	0.4%
Putnam Income Fund Mutual Fund	Mutual Funds	—	—	$60K	0.4%
Investments Vanguard Target Retirement Income Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$29K	0.2%
Vanguard Target Retirement 2020 Fund Asset Allocation Mutual Fund	Mutual Funds	—	—	$28K	0.2%