YOU LU signed WYZE Labs, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WYZE Labs, Inc.'s EIN is 82-2257670.
Download the official 2024 Form 5500 (PDF) for WYZE Labs, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WYZE Labs, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $33K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| iShares S&P 500 Index K Fund Small Mutual funds N/A | Common Collective Trusts | — | — | $1.4M | 18.9% | |
| Am Fds 2050 Trgt Dte Rtm R6 Fd Mutual funds N/A | Other securities | — | — | $1.1M | 13.8% | |
| Am Fds 2055 Trgt Dte Rtm R6 Fd Mutual funds N/A | Other securities | — | — | $922K | 12.1% | |
| Am Fds 2060 Trgt Dte Rtm R6 Fd Mutual funds N/A | Other securities | — | — | $845K | 11.1% | |
| Large U.S. Equity BlackRock Cap Appr K Fund Mutual funds N/A | Other securities | — | — | $692K | 9.1% | |
| Am Fds 2045 Trgt Dte Rtm R6 Fd Mutual funds N/A | Other securities | — | — | $664K | 8.7% | |
| Am Fds 2040 Trgt Dte Rtm R6 Fd Mutual funds N/A | Other securities | — | — | $360K | 4.7% | |
| Vanguard Mid Cap Index Adm Fd Mutual funds N/A | Mutual Funds | — | — | $358K | 4.7% | |
| Am Fds 2035 Trgt Dte Rtm R6 Fd Mutual funds N/A | Other securities | — | — | $274K | 3.6% | |
| Am Fds 2065 Trgt Dte Rtm R6 Fd Mutual funds N/A | Other securities | — | — | $227K | 3.0% | |
| BlackRock Infl Pro Bd K Fd Mutual funds N/A | Other securities | — | — | $145K | 1.9% | |
| Am Fds 2030 Trgt Dte Rtm R6 Fd Mutual funds N/A | Other securities | — | — | $120K | 1.6% | |
| American Funds NewPrsp R6 Fnd Mutual funds N/A | Mutual Funds | — | — | $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 | Other securities | — | — | $53K | 0.7% | |
| JP Morgan Govt Bond R6 Fund Mutual funds N/A | U.S. Treasuries | — | — | $41K | 0.5% | |
| American Funds US Gov MM R6 Fd Money market mutual funds N/A | Mutual Funds | — | — | $32K | 0.4% | |
| PGIM Jennison Small Co R6 Fd Mutual funds N/A | Common Stocks | — | — | $32K | 0.4% | |
| Amer Funds Bal R6 Fd Short-Term Fixed Income Mutual funds N/A | Other securities | — | — | $31K | 0.4% | |
| Allspring Spec Sm Cp Value R6 Mutual funds N/A | Other securities | — | — | $26K | 0.3% | |
| (E) | Other securities | — | — | $26K | 0.3% | |
| Neub Berm Lg Cp Val R6 Fd Mutual funds N/A | Other securities | — | — | $24K | 0.3% | |
| Lord Abbett Sht Drtn Inc R6 Fd Fixed Income Mutual funds N/A | Mutual Funds | — | — | $22K | 0.3% | |
| MFS Intl Diversification R6 Fd Balanced Mutual funds N/A | Mutual Funds | — | — | $15K | 0.2% | |
| MFS Mid Cap Value R6 Fund Mutual funds N/A | Mutual Funds | — | — | $8K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
