Back to filter
Original filing (PDF)20251001095737NAL0015885792001
WAVETRONIX, LLC
Form 5500
FILING_RECEIVED
WAVETRONIX RETIREMENT PLAN
401(k) retirement plan
Active participants
329
Accounts w/ balance
359
Plan assets (EOY)
$48.5M
Net assets (EOY)
$48.5M
How this plan invests
This plan
44 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 (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WAVETRONIX, LLC.
Plan sponsor
Name
WAVETRONIX, LLC
EIN
82-0525153
Address
1827 WEST 650 NORTH · SPRINGVILLE, UT · 84663
Phone
(801) 734-7204
Industry
Manufacturingsee 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
SQUIRE & CO.,PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $17K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $11K | — |
Investments
43 direct securities· $48.0M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Registered Investment Company | — | — | — | $8.3M | 17.1% | |
| Fidelity Contrafund Registered Investment Company | — | — | — | $7.0M | 14.4% | |
| Fidelity Select Technology Registered Investment Company | — | — | — | $3.4M | 7.1% | |
| Fidelity Freedom 2050 Registered Investment Company | — | — | — | $2.5M | 5.2% | |
| Fidelity Freedom 2040 Registered Investment Company | — | — | — | $2.0M | 4.2% | |
| Fidelity Freedom 2030 Registered Investment Company | — | — | — | $2.0M | 4.1% | |
| Fidelity Mid Cap Stock Registered Investment Company | — | — | — | $2.0M | 4.1% | |
| Fidelity Freedom 2055 Registered Investment Company | — | — | — | $1.6M | 3.2% | |
| Fidelity Balanced Registered Investment Company | — | — | — | $1.4M | 3.0% | |
| Fidelity Freedom 2035 Registered Investment Company | — | — | — | $1.3M | 2.7% | |
| Fidelity Freedom 2045 Registered Investment Company | — | — | — | $1.3M | 2.6% | |
| Fidelity Stock Select Small Cap Registered Investment Company | — | — | — | $1.1M | 2.3% | |
| Fidelity Govt Money Market Registered Investment Company | — | — | — | $1.1M | 2.3% | |
| Fidelity Intl Discovery Registered Investment Company | — | — | — | $1.0M | 2.1% | |
| Fidelity Select Healthcare Registered Investment Company | — | — | — | $990K | 2.0% | |
| Fidelity Freedom 2025 Registered Investment Company | — | — | — | $853K | 1.8% | |
| Fidelity Value Registered Investment Company | — | — | — | $838K | 1.7% | |
| Fidelity Freedom 2070 Registered Investment Company ** 456 * Fidelity US Bond Index Registered Investment Company | — | — | — | $812K | 1.7% | |
| Fidelity Equity-Income Registered Investment Company | — | — | — | $680K | 1.4% | |
| Fidelity Freedom 2060 Registered Investment Company | — | — | — | $667K | 1.4% | |
| Fidelity Capital Appreciation Registered Investment Company | — | — | — | $662K | 1.4% | |
| Fidelity Select Industrials Registered Investment Company | — | — | — | $579K | 1.2% | |
| Fidelity Fund Registered Investment Company | — | — | — | $566K | 1.2% | |
| Fidelity Emerging Markets Registered Investment Company | — | — | — | $544K | 1.1% | |
| Fidelity Select Utilities Registered Investment Company | — | — | — | $508K | 1.0% | |
| Fidelity Select Consumer Discrete Port Registered Investment Company | — | — | — | $504K | 1.0% | |
| Fidelity Strategic Income Registered Investment Company | — | — | — | $491K | 1.0% | |
| Fidelity Select Financial Registered Investment Company | — | — | — | $468K | 1.0% | |
| Notes Receivable from Participants Interest rates range from 4.25% - 9.50% - | — | — | — | $437K | 0.9% | |
| Fidelity Leveraged Company Stock Registered Investment Company | — | — | — | $431K | 0.9% | |
| Fidelity Total Intl Idx Registered Investment Company | — | — | — | $336K | 0.7% | |
| Fidelity Select Natural Resources Registered Investment Company | — | — | — | $309K | 0.6% | |
| Fidelity Freedom 2065 Registered Investment Company | — | — | — | $243K | 0.5% | |
| Fidelity Real Estate Invs Registered Investment Company | — | — | — | $177K | 0.4% | |
| American Funds Bond FD Amer R6 Registered Investment Company | — | — | — | $173K | 0.4% | |
| Fidelity Small Cap Growth Registered Investment Company | — | — | — | $158K | 0.3% | |
| Shltn Nasdq - 100 Inst Registered Investment Company | — | — | — | $110K | 0.2% | |
| Fidelity Mid Cap Stock Registered Investment Company | — | — | — | $99K | 0.2% | |
| MFS Mid Cap Growth Registered Investment Company | — | — | — | $95K | 0.2% | |
| Fidelity SM Cap Idx Registered Investment Company | — | — | — | $70K | 0.1% | |
| Fidelity Freedom 2015 Registered Investment Company | — | — | — | $69K | 0.1% | |
| AS SPL Small Cap Value R6 Registered Investment Company | — | — | — | $32K | <0.1% | |
| Fidelity Freedom Income Registered Investment Company | — | — | — | $17K | <0.1% |