How big is WZI Inc.'s plan?

WZI Inc.'s plan reported $3.3M in assets and 14 participants for 2025.

Original filing (PDF)20260224130411NAL0002169728001

WZI Inc.

Name: WZI Inc. — WZI Inc. 401(k) Profit Sharing Plan, Form 5500 (2025)
Creator: WZI Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WZI Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · WZI Inc.'s WZI Inc. 401(k) Profit Sharing Plan held $3.3M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan identifiers

WZI Inc.'s EIN is 77-0137137.

EIN 77-0137137

Plan number 001

Plan year 2025

ACK ID 20260224130411NAL0002169728001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for WZI Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

WZI Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

WZI INC.

EIN

all filings

Address

1717 28TH ST. · BAKERSFIELD, CA · 933011902

Phone

(661) 326-1112

Industry

Engineering Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-02-24

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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