How big is WI-Tronix, LLC's plan?

WI-Tronix, LLC's plan reported $30.4M in assets and 159 participants for 2024.

Original filing (PDF)20250930103446NAL0005442051001

WI-Tronix, LLC

Name: WI-Tronix, LLC — WI-Tronix, LLC Profit Sharing Plan, Form 5500 (2024)
Creator: WI-Tronix, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

WI-Tronix, LLC Profit Sharing Plan

401(k) retirement plan · WI-Tronix, LLC's WI-Tronix, LLC Profit Sharing Plan held $30.4M in plan assets for 159 participants in 2024, with Fidelity as recordkeeper.

Active participants

159

Accounts w/ balance

211

Plan assets (EOY)

$30.4M

Net assets (EOY)

$30.4M

People on this filing

Kimberly SASS signed WI-Tronix, LLC's 2024 Form 5500 as plan administrator.

Kimberly SASS — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

WI-Tronix, LLC's EIN is 20-1540090.

EIN 20-1540090

Plan number 001

Plan year 2024

ACK ID 20250930103446NAL0005442051001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for WI-Tronix, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

WI-Tronix, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WI-TRONIX, LLC.

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

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

Helping the score

High average account balance (88th percentile).

Plan sponsor

Name

WI-TRONIX, LLC

EIN

all filings

Address

631 E. BOUGHTON ROAD. · SUITE 240 · BOLINGBROOK, IL · 604403455

Phone

(888) 948-7664

Industry

Professional & Technical Services

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

2025-09-30

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$31K	—

Investments

32 direct securities· $30.4M(100% of reported assets)

Mutual Funds

$25.5M

26 holdings

Common Collective Trusts

$2.5M

1 holding

Other securities

$2.5M

5 holdings

					% of plan
Fidelity Freedom Index 2060 Mutual fund a	Mutual Funds	—	—	$7.1M	23.3%
Fidelity Freedom Index 2050 Mutual fund a	Mutual Funds	—	—	$3.9M	12.9%
Fidelity Freedom Index 2040 Mutual fund a	Mutual Funds	—	—	$3.7M	12.2%
Fidelity 500 Index Mutual fund a	Common Collective Trusts	—	—	$2.5M	8.2%
T. Rowe Price Science and Technology Mutual fund a	Other securities	—	—	$1.2M	4.0%
Fidelity Freedom Index 2030 Mutual fund a	Mutual Funds	—	—	$1.1M	3.7%
Fidelity Freedom Index 2055 Mutual fund a	Mutual Funds	—	—	$1.1M	3.7%
Fidelity Freedom Index 2045 Mutual fund a	Mutual Funds	—	—	$1.1M	3.6%
American Funds The Growth Fund of America Mutual fund a	Mutual Funds	—	—	$1.0M	3.3%
Vanguard Small-Cap Growth Mutual fund a	Mutual Funds	—	—	$967K	3.2%
Columbia Small Cap Index Mutual fund a	Other securities	—	—	$859K	2.8%
Fidelity Freedom Index 2035 Mutual fund a	Mutual Funds	—	—	$831K	2.7%
Franklin Small-Mid Cap Growth Mutual fund a	Mutual Funds	—	—	$727K	2.4%
Fidelity Government Money Market Money market a	Mutual Funds	—	—	$664K	2.2%
American Funds New Perspective Mutual fund a	Mutual Funds	—	—	$541K	1.8%
Vanguard Short-Term Investment-Grade Mutual fund a	Mutual Funds	—	—	$375K	1.2%
Vanguard Mid-Cap Index Mutual fund a	Mutual Funds	—	—	$364K	1.2%
Vanguard Developed Markets Index Mutual fund a	Mutual Funds	—	—	$330K	1.1%
Fidelity Freedom Index 2065 Mutual fund a	Mutual Funds	—	—	$256K	0.8%
Fidelity Freedom Index 2025 Mutual fund a	Mutual Funds	—	—	$249K	0.8%
American Funds Fundamental Investors Mutual fund a	Mutual Funds	—	—	$227K	0.7%
MFS High Income Mutual fund a	Mutual Funds	—	—	$213K	0.7%
Vanguard High Dividend Yield Index Mutual fund a	Mutual Funds	—	—	$200K	0.7%
maturing through March 2031 -	Other securities	—	—	$189K	0.6%
BlackRock Strategic Income Opportunities Mutual fund a	Other securities	—	—	$159K	0.5%
American Funds New World Mutual fund a	Mutual Funds	—	—	$132K	0.4%
Vanguard Intermediate-Term Bond Mutual fund a	Mutual Funds	—	—	$116K	0.4%
Fidelity Freedom Index Income Mutual fund a	Mutual Funds	—	—	$100K	0.3%
Vanguard Utilities Index Mutual fund a	Mutual Funds	—	—	$63K	0.2%
PGIM Global Real Estate Mutual fund a	Other securities	—	—	$48K	0.2%
American Funds EuroPacific Growth Mutual fund a	Mutual Funds	—	—	$35K	0.1%
American Funds American Balanced Mutual fund a	Mutual Funds	—	—	$11K	<0.1%