Back to filter
Original filing (PDF)20250904220241NAL0016529745055
WAVICLE DATA SOLUTIONS LLC
Form 5500
FILING_RECEIVED
WAVICLE DATA SOLUTIONS 401(K) PLAN
401(k) retirement plan
Signals · 1
41% in single holding
Active participants
108
Accounts w/ balance
195
Plan assets (EOY)
$9.0M
Net assets (EOY)
$9.0M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
80
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Group Total Stock Index Admiral Class" is 41% of plan.
Helping the score
- Below-peer total fees (10 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WAVICLE DATA SOLUTIONS LLC.
Plan sponsor
Name
WAVICLE DATA SOLUTIONS LLC
EIN
61-1989765
Address
1111 22ND STREET · 270 · OAK BROOK, IL · 60523
Phone
(630) 756-2632
Industry
Professional & Technical Servicessee 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
2025-09-04
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
MILLER, COOPER AND CO LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | 43-1971558 | — | CUSTODIAN | $0 | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $9K | — |
Investments
28 direct securities· $9.0M(100% of reported assets)
Uncategorized
$7.9M
26 holdings
Mutual Funds
$1.1M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Class | — | — | — | $3.7M | 40.8% | |
| Vanguard Funds Developed Markets Index ADM | — | — | — | $1.6M | 17.3% | |
| s (held by Benefit Trust Company) Vanguard Group Bond Index Admiral Class | Mutual Funds | — | — | $1.1M | 12.3% | |
| Vanguard Emerging Markets STK ADM CL | — | — | — | $800K | 8.9% | |
| Vanguard Group REIT Index Fund ADM SHS | — | — | — | $377K | 4.2% | |
| Vanguard Funds Total International Bond Index | — | — | — | $368K | 4.1% | |
| Vanguard Group Index 500 Admiral | — | — | — | $284K | 3.2% | |
| Vanguard Materials Index Admiral ** 893 Vanguard Information Technology Index ADM | — | — | — | $255K | 2.8% | |
| Vanguard Group Growth Index ADM | — | — | — | $217K | 2.4% | |
| Vanguard Group FTSE Social Index Admiral | — | — | — | $59K | 0.7% | |
| Vanguard Group Value Index ADM | — | — | — | $39K | 0.4% | |
| Notes from participants Interest ranging from 9.00% - 9.50% - | — | — | — | $39K | 0.4% | |
| Vanguard Group Mid Cap Index Admiral | — | — | — | $37K | 0.4% | |
| Vanguard Group Total INSTL Stock Index ADM | — | — | — | $25K | 0.3% | |
| Vanguard Short-Term Inflation Protected Securities Index ADM | — | — | — | $20K | 0.2% | |
| Vanguard Financials Index ADM | — | — | — | $18K | 0.2% | |
| Vanguard Telecom Services Index Admiral | — | — | — | $16K | 0.2% | |
| Vanguard Group Long Term Bond Index Admiral | — | — | — | $14K | 0.2% | |
| Vanguard Specialized Dividend Appreciation Index ADM | — | — | — | $14K | 0.2% | |
| Vanguard Utilities Index Admiral | — | — | — | $13K | 0.1% | |
| Vanguard Group Small Cap Value Index FD - Admiral ** 3 Vanguard Group Mid-Cap Value Index FD - Admiral | — | — | — | $13K | 0.1% | |
| s (held by Benefit Trust Company) (Continued) Vanguard Group Extended Market Index | Mutual Funds | — | — | $11K | 0.1% | |
| Vanguard Health Care Index Admiral | — | — | — | $9K | <0.1% | |
| Vanguard Industrials Index Admiral | — | — | — | $7K | <0.1% | |
| Vanguard Group Reserve Federal Money Market Fund | — | — | — | $6K | <0.1% | |
| Vanguard Group LG Cap Index Fund ADML | — | — | — | $4K | <0.1% | |
| Vanguard Group Small Cap Index ADM | — | — | — | $4K | <0.1% | |
| Vanguard Group High Divid Yield Index Admiral | — | — | — | $2K | <0.1% |
Related plans
Other plans using GUIDELINE, INC.
ANDURIL INDUSTRIES INC
ANDURIL INDUSTRIES 401(K) PLAN
$123.9M · 3,864 participants
RIPPLING
RIPPLING 401(K) PLAN
$76.6M · 2,289 participants
REMOTE TECHNOLOGY SERVICES INC.
REMOTE TECHNOLOGY 401(K) PLAN
$50.0M · 1,396 participants
APPLIED INTUITION, INC.
APPLIED INTUITION 401(K) PLAN
$42.0M · 595 participants
GUIDELINE, INC.
GUIDELINE 401(K) PLAN
$35.2M · 398 participants
SCALE AI, INC.
SCALE AI 401(K) PLAN
$34.3M · 918 participants
Similar-size Professional & Technical Services plans
BRANDT INFORMATION SERVICES, LLC
BRANDT INFORMATION SERVICES RETIREMENT PLAN
$9.0M · 306 participants
FRANZ, INC.
FRANZ, INC. 401(K) RETIREMENT PLAN
$9.0M · 18 participants
E3 RETAIL, LLC
E3 RETAIL 401(K) PROFIT SHARING PLAN
$9.0M · 19 participants
E-EMPHASYS TECHNOLOGIES INC
E-EMPHASYS TECHNOLOGIES INC 401(K) PROFIT SHARING PLAN AND TRUST
$9.0M · 182 participants
INTELLIGENT MARKETING, INC.
INTELLIGENT MARKETING, INC. 401(K) EMPLOYEE BENEFIT PLAN
$9.0M · 29 participants
CALCON SYSTEMS, INC.
CALCON SYSTEMS, INC. 401(K) PS PLAN
$9.0M · 37 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B