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Original filing (PDF)20251001161809NAL0016368944001
WIRELESS VISION, LLC
Form 5500
FILING_RECEIVED
WIRELESS VISION, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,083
Accounts w/ balance
513
Plan assets (EOY)
$13.7M
Net assets (EOY)
$13.7M
How this plan invests
This plan
13 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
80
Participation health
65
Knocking points off
- 67 bps in Schedule C fees — 130% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Only 25% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WIRELESS VISION, LLC.
Plan sponsor
Name
WIRELESS VISION, LLC
EIN
05-0612773
Address
40700 WOODWARD AVE SUITE 250 · BLOOMFIELD HILLS, MI · 483045111
Phone
(248) 292-2200
Industry
Retail 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
2025-10-01
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CADARET GRANT & CO INC | 22-2361254 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $91K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
22 direct securities · 13 pooled funds· $14.4M(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.
Common Collective Trust
$11.3M
13 holdings
Uncategorized
$3.1M
22 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $0 | $2.5M | 18.6% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | $0 | $2.2M | 16.0% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | $0 | $2.0M | 14.6% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $0 | $1.6M | 11.8% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $0 | $1.0M | 7.5% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $0 | $857K | 6.3% | |
| Participant Loans | — | — | $0 | $634K | 4.6% | |
| VANGUARD EXPLORER ADMIRAL FUND | — | — | $0 | $634K | 4.6% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $0 | $619K | 4.5% | |
| MFS Interntl Equity R6 Fund | — | — | $0 | $394K | 2.9% | |
| Prin LifeTime Hybr Inc CIT Z | — | — | $0 | $348K | 2.5% | |
| JP Morgan US Res En Eq R6 Fd | — | — | $0 | $249K | 1.8% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $235K | 1.7% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $179K | 1.3% | |
| Vanguard Strat Equity Inv Fund | — | — | $0 | $177K | 1.3% | |
| JP Morgan US Value R6 Fund | — | — | $0 | $154K | 1.1% | |
| JP Morgan Core Bond R6 Fund | — | — | $0 | $119K | 0.9% | |
| Principal Guaranteed Option | — | — | $0 | $62K | 0.5% | |
| DFA EMERG MKT CORE EQTY I FD | — | — | $0 | $48K | 0.4% | |
| Fid LC Gr Index Fund | — | — | $0 | $47K | 0.3% | |
| Fidelity 500 Index Fund | — | — | $0 | $36K | 0.3% | |
| FIDELITY ADV BALANCED Z FUND | — | — | $0 | $33K | 0.2% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $33K | 0.2% | |
| Fidelity International Idx Fd | — | — | $0 | $32K | 0.2% | |
| PIMCO Income Institutional Fd | — | — | $0 | $27K | 0.2% | |
| Prin LifeTime Hybr 2060 CIT Z | — | — | $0 | $18K | 0.1% | |
| DFA US Small Cap I Fund | — | — | $0 | $16K | 0.1% | |
| DFA US TARGETED VALUE I FUND | — | — | $0 | $8K | <0.1% | |
| PGIM JENNISON MD CP GTH R6 FD | — | — | $0 | $6K | <0.1% | |
| Prin LifeTime Hybr 2055 CIT Z | — | — | $0 | $5K | <0.1% | |
| Victory Core Pl Int Bd R6 Fd | — | — | $0 | $3K | <0.1% | |
| VANGUARD SEL VALUE INV FUND | — | — | $0 | $3K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | $0 | $2K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $270 | <0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $270 | <0.1% |