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Original filing (PDF)20251001174757NAL0013550241001
WAG LABS INC.
Form 5500
FILING_RECEIVED
WAG LABS INC. 401(K) PLAN
401(k) retirement plan
Active participants
64
Accounts w/ balance
242
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
How this plan invests
This plan
19 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 (21 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WAG LABS INC..
Plan sponsor
Name
WAG LABS INC.
EIN
47-2374381
Address
2261 MARKET STREET, SUITE 86056 · SAN FRANCISCO, CA · 94114
Phone
(925) 216-1605
Industry
Data Processing, Hosting· Information / Tech / Mediasee 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
2025-10-01
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
Investments
19 direct securities· $6.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 Instl Prem Mutual Fund | — | — | — | $1.4M | 22.7% | |
| Fidelity Freedom Index 2050 Instl Prem Mutual Fund | — | — | — | $1.2M | 19.2% | |
| Fidelity Freedom Index 2045 Instl Prem Mutual Fund | — | — | — | $1.1M | 18.2% | |
| Fidelity Freedom Index 2060 Instl Prem Mutual Fund | — | — | — | $887K | 14.8% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $406K | 6.8% | |
| Fidelity Large Cap Growth Index Mutual Fund | — | — | — | $347K | 5.8% | |
| Fidelity Freedom Index 2030 Instl Prem Mutual Fund | — | — | — | $257K | 4.3% | |
| Fidelity Freedom Index 2040 Instl Prem Mutual Fund | — | — | — | $152K | 2.5% | |
| Fidelity Freedom Index 2025 Instl Prem Mutual Fund | — | — | — | $146K | 2.4% | |
| Fidelity Freedom Index 2035 Instl Prem Mutual Fund | — | — | — | $65K | 1.1% | |
| Fidelity Freedom Index 2065 Instl Prem Mutual Fund | — | — | — | $42K | 0.7% | |
| Participant Loans to participants, bearing interest from 8.5% to 9.5% | — | — | — | $38K | 0.6% | |
| Putnam Large Cap Value R6 Mutual Fund | — | — | — | $31K | 0.5% | |
| American Century Small Cap Growth R6 Mutual Fund | — | — | — | $10K | 0.2% | |
| Pimco RAE US Small Instl Mutual Fund | — | — | — | $4K | <0.1% | |
| MFS Mid Cap Value r6 Mutual Fund | — | — | — | $4K | <0.1% | |
| EI Fixed Account - Series Class I Fully Benefit-Responsive Investment Contract | — | — | — | $3K | <0.1% | |
| Fidelity Real Estate Index Fund Mutual Fund | — | — | — | $2K | <0.1% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $2K | <0.1% |
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