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Original filing (PDF)20251010163114NAL0013001824001
WYZE LABS, INC
Form 5500
FILING_RECEIVED
WYZE CAM 401(K)
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
139
Accounts w/ balance
180
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WYZE LABS, INC.
Plan sponsor
Name
WYZE LABS, INC
EIN
82-2257670
Address
8815 122ND AVE NE STE 201 · KIRKLAND, WA · 980335828
Phone
(844) 999-3226
Industry
Retail Tradesee 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
2025-10-10
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
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $33K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $2K | — |
Investments
24 direct securities · 1 pooled fund· $7.6M(100% 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.
Uncategorized
$7.5M
24 holdings
Pooled Separate Account
$88K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| iShares S&P 500 Index K Fund Small Mutual funds N/A | — | — | — | $1.4M | 18.9% | |
| Am Fds 2050 Trgt Dte Rtm R6 Fd Mutual funds N/A | — | — | — | $1.1M | 13.8% | |
| Am Fds 2055 Trgt Dte Rtm R6 Fd Mutual funds N/A | — | — | — | $922K | 12.1% | |
| Am Fds 2060 Trgt Dte Rtm R6 Fd Mutual funds N/A | — | — | — | $845K | 11.1% | |
| Large U.S. Equity BlackRock Cap Appr K Fund Mutual funds N/A | — | — | — | $692K | 9.1% | |
| Am Fds 2045 Trgt Dte Rtm R6 Fd Mutual funds N/A | — | — | — | $664K | 8.7% | |
| Am Fds 2040 Trgt Dte Rtm R6 Fd Mutual funds N/A | — | — | — | $360K | 4.7% | |
| Vanguard Mid Cap Index Adm Fd Mutual funds N/A | — | — | — | $358K | 4.7% | |
| Am Fds 2035 Trgt Dte Rtm R6 Fd Mutual funds N/A | — | — | — | $274K | 3.6% | |
| Am Fds 2065 Trgt Dte Rtm R6 Fd Mutual funds N/A | — | — | — | $227K | 3.0% | |
| BlackRock Infl Pro Bd K Fd Mutual funds N/A | — | — | — | $145K | 1.9% | |
| Am Fds 2030 Trgt Dte Rtm R6 Fd Mutual funds N/A | — | — | — | $120K | 1.6% | |
| American Funds NewPrsp R6 Fnd Mutual funds N/A | — | — | — | $92K | 1.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $88K | 1.2% | |
| AB Discovery Growth Z Fund Mutual funds N/A | — | — | — | $53K | 0.7% | |
| JP Morgan Govt Bond R6 Fund Mutual funds N/A | — | — | — | $41K | 0.5% | |
| American Funds US Gov MM R6 Fd Money market mutual funds N/A | — | — | — | $32K | 0.4% | |
| PGIM Jennison Small Co R6 Fd Mutual funds N/A | — | — | — | $32K | 0.4% | |
| Amer Funds Bal R6 Fd Short-Term Fixed Income Mutual funds N/A | — | — | — | $31K | 0.4% | |
| Allspring Spec Sm Cp Value R6 Mutual funds N/A | — | — | — | $26K | 0.3% | |
| (E) | — | — | — | $26K | 0.3% | |
| Neub Berm Lg Cp Val R6 Fd Mutual funds N/A | — | — | — | $24K | 0.3% | |
| Lord Abbett Sht Drtn Inc R6 Fd Fixed Income Mutual funds N/A | — | — | — | $22K | 0.3% | |
| MFS Intl Diversification R6 Fd Balanced Mutual funds N/A | — | — | — | $15K | 0.2% | |
| MFS Mid Cap Value R6 Fund Mutual funds N/A | — | — | — | $8K | 0.1% |
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