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Original filing (PDF)20251014140536NAL0002972945001
ZYWAVE, INC.
Form 5500
FILING_RECEIVED
ZYWAVE 401(K) PLAN
401(k) retirement plan
Active participants
545
Accounts w/ balance
726
Plan assets (EOY)
$66.0M
Net assets (EOY)
$66.0M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZYWAVE, INC..
Plan sponsor
Name
ZYWAVE, INC.
EIN
39-1810743
Address
10100 INNOVATION DR SUITE 300 · MILWAUKEE, WI · 53226
Phone
(414) 918-0234
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
VRAKAS S.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $79K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SPECTRUM INVESTMENT ADVISORS INC | — | MEQUON, WI | INVESTMENT ADVISOR | $25K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VRAKAS/BLUM, S.C. | — | BROOKFIELD, WI | AUDITOR | $13K | — |
Investments
32 direct securities · 1 pooled fund· $65.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$64.5M
31 holdings
Common Collective Trust
$1.1M
1 holding
Mutual Funds
$87K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Funds Target Retirement 2055 Investor Fund | — | — | — | $12.6M | 19.1% | |
| Vanguard Funds 500 Index Fund | — | — | — | $9.7M | 14.7% | |
| Vanguard Funds Target Retirement 2045 Investor Fund | — | — | — | $6.3M | 9.5% | |
| Vanguard Funds Target Retirement 2035 Investor Fund | — | — | — | $5.2M | 7.8% | |
| Vanguard Funds Target Retirement 2050 Investor Fund | — | — | — | $4.8M | 7.3% | |
| Fidelity Funds Advisor Equity Growth | — | — | — | $2.7M | 4.1% | |
| Vanguard Funds Target Retirement 2040 Investor Fund | — | — | — | $2.5M | 3.8% | |
| Vanguard Funds Target Retirement 2060 Investor Fund | — | — | — | $2.4M | 3.7% | |
| Vanguard Funds Small Cap Index Fund | — | — | — | $1.7M | 2.6% | |
| Vanguard Funds Mid Cap Index Fund | — | — | — | $1.7M | 2.6% | |
| Vanguard Funds Developed Markets Index Fund | — | — | — | $1.4M | 2.1% | |
| American Funds EuroPacific Growth Fund | — | — | — | $1.2M | 1.9% | |
| MFS Funds Mid Cap Value Fund | — | — | — | $1.2M | 1.8% | |
| RELIANCE METLIFE SERIES 25053 CL 0 RELIANCE TRUST CT OR SVF · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $1.1M | 1.7% | |
| Vanguard Funds Target Retirement 2030 Investor Fund | — | — | — | $1.1M | 1.7% | |
| MFS Funds Value Fund | — | — | — | $1.1M | 1.7% | |
| Vanguard Funds Target Retirement 2025 Investor Fund | — | — | — | $1.1M | 1.7% | |
| Vanguard Funds Target Retirement 2065 Investor Fund | — | — | — | $1.1M | 1.6% | |
| Baird Funds Core Plus Bond Institutional | — | — | — | $997K | 1.5% | |
| Fidelity Funds Small Cap Value Fund | — | — | — | $983K | 1.5% | |
| American Funds New World Fund | — | — | — | $839K | 1.3% | |
| T. Rowe Price Funds QM US Small-Cap Growth Fund | — | — | — | $805K | 1.2% | |
| JPMorgan Funds Global Bond Opportunities Fund | — | — | — | $610K | 0.9% | |
| Vanguard Funds Total Bond Market Index Fund | — | — | — | $502K | 0.8% | |
| Participants Notes receivable from participants - various repayment schedules through August 2038 with interest rates ranging from 4.25% to 9.50% - | — | — | — | $484K | 0.7% | |
| Principal Funds Real Estate Securities Fund | — | — | — | $456K | 0.7% | |
| MFS Funds Mid Cap Growth Fund | — | — | — | $390K | 0.6% | |
| Vanguard Funds Target Retirement 2020 Investor Fund | — | — | — | $185K | 0.3% | |
| Blackrock Funds Balanced Capital Institutional | — | — | — | $157K | 0.2% | |
| Vanguard Funds Target Retirement Income Fund | Mutual Funds | — | — | $87K | 0.1% | |
| American Funds Global Balanced Fund | — | — | — | $59K | <0.1% | |
| Vanguard Funds Target Retirement 2070 Investor Fund | — | — | — | $52K | <0.1% | |
| Pioneer Funds Classic Balanced Esg | — | — | — | $47K | <0.1% |
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