Plan Snapshot
- Plan Sponsor: Peloton Advantage LLC
- Sponsor EIN: 202515715
- Sponsor Address: 1719 RT 10 STE 300, PARSIPPANY, NJ, 070544519
- Plan Type: 401(k)
- Total Participants: 485
- Total Assets: $54.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 485 | $54.2M | $3.1M | $5.0M |
| 2023 | 299 | $33.7M | $2.2M | $3.4M |
| 2022 | 300 | $27.0M | $1.8M | $2.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CST GROUP CPAS PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $101,904 | $42,810 | $300 | — | — |
| 2023 | $56,061 | $25,480 | — | — | — |
| 2022 | $54,462 | $2,645 | — | — | — |