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Original filing (PDF)20251007164444NAL0012035682001
PCTEL, INC.
Form 5500
FILING_RECEIVED
PCTEL, INC. 401(K) PLAN
401(k) retirement plan
Active participants
135
Accounts w/ balance
235
Plan assets (EOY)
$38.1M
Net assets (EOY)
$38.1M
How this plan invests
This plan
20 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 PCTEL, INC..
Plan sponsor
Name
PCTEL, INC.
EIN
77-0364943
Address
471 BRIGHTON DR · BLOOMINGDALE, IL · 60108
Phone
(630) 339-2051
Industry
All Other Professional Services· 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
2025-10-07
Pension benefit codes
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
CLA CLIFTONLARSENALLEN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $38K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $69K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $12K | — |
| PCTEL INC | — | BLOOMINGDALE, IL | OTHER | $5K | — |
Investments
20 direct securities· $38.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | — | — | — | $9.2M | 24.1% | |
| BlackRock LifePath Index 2035 K Mutual Fund | — | — | — | $5.2M | 13.7% | |
| BlackRock LifePath Index Retirement K Mutual Fund | — | — | — | $4.8M | 12.6% | |
| AB US Large Cap Growth CIT W Sers L Common and Collective Trust | — | — | — | $2.4M | 6.3% | |
| BlackRock LifePath Index 2045 K Mutual Fund | — | — | — | $2.2M | 5.8% | |
| BlackRock LifePath Index 2040 K Mutual Fund | — | — | — | $1.7M | 4.5% | |
| Vanguard Federal Money Market Reserves Mutual Fund | — | — | — | $1.7M | 4.3% | |
| Janus Henderson Triton N Mutual Fund | — | — | — | $1.5M | 3.9% | |
| BlackRock LifePath Index 2030 K Mutual Fund | — | — | — | $1.4M | 3.6% | |
| BlackRock LifePath Index 2050 K Mutual Fund | — | — | — | $1.3M | 3.5% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $1.2M | 3.0% | |
| MFS Value R6 Mutual Fund | — | — | — | $972K | 2.6% | |
| Fidelity Total International Index Mutual Fund | — | — | — | $948K | 2.5% | |
| Fidelity Extended Market Index Mutual Fund | — | — | — | $929K | 2.4% | |
| BlackRock LifePath Index 2060 K Mutual Fund | — | — | — | $670K | 1.8% | |
| Columbia Small Cap Value Fund II Instl 3 Mutual Fund | — | — | — | $632K | 1.7% | |
| American Funds EuroPacific Gr R6 Mutual Fund | — | — | — | $478K | 1.3% | |
| PGIM Total Return Bond R6 Mutual Fund | — | — | — | $436K | 1.1% | |
| BlackRock LifePath Index 2055 K Mutual Fund | — | — | — | $342K | 0.9% | |
| Invesco Developing Markets Y Mutual Fund | — | — | — | $59K | 0.2% |
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