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Original filing (PDF)20251015142718NAL0006421248001
SANTA CRUZ BICYCLES, INC.
Form 5500
FILING_RECEIVED
SANTA CRUZ BICYCLES 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
262
Accounts w/ balance
304
Plan assets (EOY)
$22.5M
Net assets (EOY)
$22.5M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SANTA CRUZ BICYCLES, INC..
Plan sponsor
Name
SANTA CRUZ BICYCLES, INC.
EIN
77-0409360
Address
2841 MISSION STREET · SANTA CRUZ, CA · 95060
Phone
(831) 459-7560
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
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
HUTCHINSON AND BLOODGOOD LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL | — | BALTIMORE, MD | NONE | $41K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $29K | — |
Investments
30 direct securities · 1 pooled fund· $22.5M(100% 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.
Uncategorized
$22.0M
30 holdings
Common Collective Trust
$547K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $3.3M | 14.5% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $3.0M | 13.1% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $2.3M | 10.0% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $2.2M | 9.8% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $2.1M | 9.2% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.8M | 8.2% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.2M | 5.1% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $1.1M | 4.7% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $956K | 4.2% | |
| Schwab Self-Direct Invest Fund V Schwab 0 | — | — | — | $712K | 3.2% | |
| Invesco Equally-Weighted S&P 500 Y Invesco 0 | — | — | — | $568K | 2.5% | |
| GOLDMAN SACHS STABLE VALUE INV SERI GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $547K | 2.4% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $510K | 2.3% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $363K | 1.6% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $271K | 1.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $215K | 1.0% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $210K | 0.9% | |
| Vanguard Interm-Term Bond Index Adm Vanguard 0 | — | — | — | $172K | 0.8% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $158K | 0.7% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $142K | 0.6% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $129K | 0.6% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $117K | 0.5% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $117K | 0.5% | |
| Schwab Self-Direct Cash Fund V Schwab 0 | — | — | — | $103K | 0.5% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $99K | 0.4% | |
| Vanguard Total World Stock Index Adm Vanguard 0 | — | — | — | $91K | 0.4% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $84K | 0.4% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $66K | 0.3% | |
| Vanguard Wellesley Income Adm Vanguard 0 | — | — | — | $50K | 0.2% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $43K | 0.2% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $5K | <0.1% |