Lantronix's EIN is 33-0362767.
Download the official 2024 Form 5500 (PDF) for Lantronix from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lantronix's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE CO | 42-0127290 | — | CONTRACT ADMINISTRATOR | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV. ADV. PARTICIPANTS | $0 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard 500 Index Admiral Fd N/R | Mutual Funds | — | — | $3.6M | 14.0% | |
| PRIN LIFE TIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.8M | 10.7% | |
| PRIN LIFE TIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.7M | 10.6% | |
| T. Rowe Price Funds T.Rowe Price Bl Chip Gr I Fd N/R | Other securities | — | — | $2.6M | 10.2% | |
| PRIN LIFE TIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.6M | 10.1% | |
| PRIN LIFE TIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.4M | 9.4% | |
| PRIN LIFE TIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.8M | 7.2% | |
| Eaton Vance Etn Vnc Atl Cp SMID-Cap R6 Fd N/R | Other securities | — | — | $950K | 3.7% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $722K | 2.8% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $572K | 2.2% | |
| PRIN LIFE TIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $564K | 2.2% | |
| Vanguard Group Vanguard Int-Tm Bd Idx Adm Fd N/R | Common Collective Trusts | — | — | $438K | 1.7% | |
| PRIN LIFE TIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $425K | 1.7% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $389K | 1.5% | |
| The American Funds Am Fds EuroPacific Grth R6 Fd N/R | Mutual Funds | — | — | $364K | 1.4% | |
| PRIN LIFE TIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $349K | 1.4% | |
| The American Funds Am Newworld R6 N/R | Mutual Funds | — | — | $335K | 1.3% | |
| Vanguard Group Vanguard Mid Cap Index Adm Fd N/R | Mutual Funds | — | — | $287K | 1.1% | |
| Victory Funds Victory Sycamore Est Val R6 Fd N/R | Other securities | — | — | $253K | 1.0% | |
| PRIN LIFE TIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $236K | 0.9% | |
| The Oakmark Funds Oakmark R6 Fund N/R | Other securities | — | — | $218K | 0.8% | |
| PRIN LIFE TIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $179K | 0.7% | |
| Vanguard Group Vanguard Wellesley Inc Adm Fd N/R | Mutual Funds | — | — | $167K | 0.6% | |
| Participant Loans Interest rates: 5.25% - 10.50% $0 | Bonds / Notes | — | — | $130K | 0.5% | |
| The American Funds American Funds SMCAP Wld R6 Fd N/R | Mutual Funds | — | — | $108K | 0.4% | |
| JPMorgan Funds Undisc Mgrs Behav Value R6 Fd N/R | Other securities | — | — | $107K | 0.4% | |
| Vanguard Group Vanguard Sm Cap Index Adm Fund N/R | Mutual Funds | — | — | $107K | 0.4% | |
| PIMCO Funds PIMCO RE Real Ret Strat I Fd N/R | Mutual Funds | — | — | $87K | 0.3% | |
| First Eagle First Eagle Global R6 Fund N/R | Other securities | — | — | $78K | 0.3% | |
| Vanguard Group Vanguard Dev Mkts Index Adm Fd N/R | Mutual Funds | — | — | $37K | 0.1% | |
| Dodge & Cox Funds Dodge & Cox Income X Fund N/R | Mutual Funds | — | — | $35K | 0.1% | |
| Neuberger Berman Management Neuberger Berm Genesis R6 Fund N/R | Other securities | — | — | $21K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACTUARIAL BENEFITS CORP | 20-1054428 | TORRANCE, CA | OTHER SERVICES | $0 | — |
