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Original filing (PDF)20250908142504NAL0032780544001
WESTELL TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
WESTELL TECHNOLOGIES, INC. AND SUBSIDIARIES 401(K) PLAN
401(k) retirement plan
Active participants
99
Accounts w/ balance
235
Plan assets (EOY)
$42.9M
Net assets (EOY)
$42.9M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTELL TECHNOLOGIES, INC..
Plan sponsor
Name
WESTELL TECHNOLOGIES, INC.
EIN
36-3154957
Address
750 NORTH COMMONS DRIVE · AURORA, IL · 60504
Phone
(630) 375-4099
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
2025-09-08
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)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
CASSELL PLAN AUDITS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | NONE | $50K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $30K | — |
| CASSELL PLAN AUDITS, P.C. | 46-2966358 | — | NONE | $5K | — |
Investments
30 direct securities · 1 pooled fund· $42.9M(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.
Uncategorized
$40.8M
30 holdings
Common Collective Trust
$2.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Fund | — | — | — | $9.7M | 22.7% | |
| Vanguard 500 Index Fund | — | — | — | $6.7M | 15.7% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $4.4M | 10.3% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $2.6M | 6.1% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $2.4M | 5.6% | |
| Vanguard Total International Stock Index Fund | — | — | — | $2.1M | 5.0% | |
| GALLIARD STABLE RETURN FUND C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $2.1M | 4.8% | |
| American Funds American Funds The Bond Fund of America | — | — | — | $1.9M | 4.5% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $1.4M | 3.3% | |
| Vanguard Target Retirement Income Fund | — | — | — | $1.3M | 2.9% | |
| Vanguard Equity Income Fund | — | — | — | $1.2M | 2.9% | |
| Vanguard Total Stock Market Index Fund | — | — | — | $1.2M | 2.7% | |
| Vanguard Small-Cap Value Index Fund | — | — | — | $1.0M | 2.4% | |
| Fidelity Advisor Small Cap Growth Fund | — | — | — | $917K | 2.1% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $817K | 1.9% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $522K | 1.2% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $513K | 1.2% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $372K | 0.9% | |
| PIMCO Income Fund | — | — | — | $291K | 0.7% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $267K | 0.6% | |
| American Funds American Funds American Balanced Fund | — | — | — | $249K | 0.6% | |
| American Funds American Funds New World Fund | — | — | — | $218K | 0.5% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $203K | 0.5% | |
| Participants Notes receivable from participants (interest rates at 4.25 | — | — | — | $183K | 0.4% | |
| Vanguard Total World Stock Index Fund | — | — | — | $75K | 0.2% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $55K | 0.1% | |
| Vanguard FTSE All-World ex-US Small Cap Fund | — | — | — | $46K | 0.1% | |
| Vanguard Small-Cap Index Fund | — | — | — | $30K | <0.1% | |
| Vanguard Federal Money Market Fund | — | — | — | $26K | <0.1% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $18K | <0.1% | |
| Vanguard High-Yield Corporate Fund | — | — | — | $10K | <0.1% |
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