Back to filter
Original filing (PDF)20250922152401NAL0002209763001
SPECIALIZED BICYCLE COMPONENTS, INC.
Form 5500
FILING_RECEIVED
SPECIALIZED BICYCLE COMPONENTS, INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
711
Accounts w/ balance
1,178
Plan assets (EOY)
$152.3M
Net assets (EOY)
$152.3M
How this plan invests
This plan
27 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 (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPECIALIZED BICYCLE COMPONENTS, INC..
Plan sponsor
Name
SPECIALIZED BICYCLE COMPONENTS, INC.
EIN
88-1246434
Address
15130 CONCORD CIRCLE · MORGAN HILL, CA · 95037
Phone
(408) 779-6229
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $50K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWFRONT RETIREMENT SERVICES | 80-0833114 | — | INVESTMENT ADVISOR | $25K | — |
Investments
27 direct securities· $152.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 | — | — | — | $15.7M | 10.3% | |
| Vanguard Institutional Index Fund | — | — | — | $14.3M | 9.4% | |
| Vanguard Target Retirement 2050 | — | — | — | $13.8M | 9.1% | |
| Vanguard Target Retirement 2045 | — | — | — | $13.3M | 8.7% | |
| Vanguard Target Retirement 2040 | — | — | — | $10.3M | 6.7% | |
| JPMorgan Large Cap Growth Fund | — | — | — | $10.1M | 6.6% | |
| T. Rowe Price Dividend Growth Fund | — | — | — | $9.0M | 5.9% | |
| New York Life NYL Guaranteed Interest Account | — | — | — | $9.0M | 5.9% | |
| Vanguard Strategic EQ Fund | — | — | — | $8.3M | 5.5% | |
| Vanguard Target Retirement 2060 | — | — | — | $6.1M | 4.0% | |
| Vanguard Target Retirement 2030 | — | — | — | $5.7M | 3.7% | |
| Vanguard Target Retirement 2025 | — | — | — | $5.0M | 3.3% | |
| Vanguard Target Retirement 2035 | — | — | — | $4.9M | 3.2% | |
| JPMorgan Equity Income Fund | — | — | — | $4.8M | 3.2% | |
| T. Rowe Price Small-Cap Stock Fund | — | — | — | $3.7M | 2.4% | |
| PGIM Total Return Bond Fund | — | — | — | $3.6M | 2.4% | |
| American Funds EuroPacific Growth Fund | — | — | — | $3.0M | 2.0% | |
| Vanguard Total International Stock Index Fund | — | — | — | $3.0M | 1.9% | |
| Fidelity Brokerage Link | — | — | — | $2.0M | 1.3% | |
| Vanguard Extended Market Index Fund | — | — | — | $1.4M | 1.0% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $1.4M | 0.9% | |
| Vanguard Target Retirement 2065 | — | — | — | $1.2M | 0.8% | |
| Vanguard Target Retirement 2020 | — | — | — | $888K | 0.6% | |
| Vanguard Federal Money Market Fund | — | — | — | $828K | 0.5% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $723K | 0.5% | |
| Vanguard Target Retirement Income | — | — | — | $156K | 0.1% | |
| Vanguard Target Retirement 2070 | — | — | — | $19K | <0.1% |