Original filing (PDF)20251014171601NAL0003368241001

WYLE INC.

Name: WYLE INC. — WYLE INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: WYLE INC.

Form 5500

FILING_RECEIVED

WYLE INC. RETIREMENT PLAN

Defined-benefit pension plan

Signals · 2

49% in single holding~234 bps in Sched C fees

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

How this plan invests

This plan

6 pooled trusts

Schedule D

7 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

100

Knocking points off

Top holding "Principal Life Insurance Company Bond Market Index SA-Z" is 49% of plan.
234 bps in Schedule C fees — 351% above peer band of 52 bps.
Plan is frozen (1I) — no new benefit accrual.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WYLE INC..

Plan sponsor

Name

WYLE INC.

EIN

80-0432031

Address

1960 EAST GRAND AVENUE · EL SEGUNDO, CA · 902455023

Phone

(310) 563-6800

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

2025-10-14

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

WEAVER AND TIDWELL, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL GLOBAL INVESTORS, LLC	42-1479618	—	INVESTMENT ADVISORY	$6K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$35K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
WEAVER AND TIDWELL, LLP	75-0786316	—	ACCOUNTANT	$14K	—

Actuary

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILLIS TOWERS WATSON US LLC	53-0181291	—	ACTUARY	$110K	—

Investments

1 direct security · 6 pooled funds· $7.0M(99% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Pooled Separate Account

$6.8M

6 holdings

Uncategorized

$128K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
PRINCIPAL BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122	Pooled Separate Account	—	$3.5M	$3.4M	48.8%
PRINCIPAL LARGECAP S&P INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016	Pooled Separate Account	—	$1.1M	$1.7M	24.2%
PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121	Pooled Separate Account	—	$796K	$853K	12.1%
PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027	Pooled Separate Account	—	$301K	$551K	7.8%
PRINCIPAL MIDCAP S&P 400 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023	Pooled Separate Account	—	$165K	$199K	2.8%
Selling price $ December 31, 2024 - Plan #001 / EIN: 80-0432031 947,926	—	—	$948K	$128K	1.8%
PRINCIPAL SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028	Pooled Separate Account	—	$85K	$92K	1.3%