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Original filing (PDF)20251003183917NAL0002703568001
LANTRONIX
Form 5500
FILING_RECEIVED
LANTRONIX 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
135
Accounts w/ balance
210
Plan assets (EOY)
$25.8M
Net assets (EOY)
$25.8M
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)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LANTRONIX.
Plan sponsor
Name
LANTRONIX
EIN
33-0362767
Address
48 DISCOVERY, STE 250 · IRVINE, CA · 92618
Phone
(949) 453-7123
Industry
Manufacturingsee 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
2025-10-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE CO | 42-0127290 | — | CONTRACT ADMINISTRATOR | $54K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACTUARIAL BENEFITS CORP | 20-1054428 | TORRANCE, CA | OTHER SERVICES | $0 | — |
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV. ADV. PARTICIPANTS | $0 | — |
Investments
19 direct securities · 13 pooled funds· $25.8M(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
$15.2M
12 holdings
Uncategorized
$6.4M
18 holdings
Mutual Funds
$3.6M
1 holding
Pooled Separate Account
$572K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $335K | 1.3% | |
| Vanguard Group Vanguard Mid Cap Index Adm Fd N/R | — | — | — | $287K | 1.1% | |
| Victory Funds Victory Sycamore Est Val R6 Fd N/R | — | — | — | $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 | — | — | — | $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 | — | — | — | $167K | 0.6% | |
| Participant Loans Interest rates: 5.25% - 10.50% $0 | — | — | — | $130K | 0.5% | |
| The American Funds American Funds SMCAP Wld R6 Fd N/R | — | — | — | $108K | 0.4% | |
| JPMorgan Funds Undisc Mgrs Behav Value R6 Fd N/R | — | — | — | $107K | 0.4% | |
| Vanguard Group Vanguard Sm Cap Index Adm Fund N/R | — | — | — | $107K | 0.4% | |
| PIMCO Funds PIMCO RE Real Ret Strat I Fd N/R | — | — | — | $87K | 0.3% | |
| First Eagle First Eagle Global R6 Fund N/R | — | — | — | $78K | 0.3% | |
| Vanguard Group Vanguard Dev Mkts Index Adm Fd N/R | — | — | — | $37K | 0.1% | |
| Dodge & Cox Funds Dodge & Cox Income X Fund N/R | — | — | — | $35K | 0.1% | |
| Neuberger Berman Management Neuberger Berm Genesis R6 Fund N/R | — | — | — | $21K | <0.1% |
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