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Original filing (PDF)20251006184532NAL0006805824001
ELECTRONIC WAVEFORM LAB, INC.
Form 5500
FILING_RECEIVED
ELECTRONIC WAVEFORM LAB, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
170
Accounts w/ balance
217
Plan assets (EOY)
$26.5M
Net assets (EOY)
$26.5M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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.
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELECTRONIC WAVEFORM LAB, INC..
Plan sponsor
Name
ELECTRONIC WAVEFORM LAB, INC.
EIN
95-3730701
Address
5702 BOLSA AVENUE · HUNTINGTON BEACH, CA · 92649
Phone
(714) 500-4015
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
2025-10-06
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INS AND ANNUITY | 36-3297908 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUOG-RYDING COMPANY INC. | — | WESTLAKE VILLAGE, CA | THIRD PARTY ADMINISTRATO | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE ANNUITY C | 71-0294708 | — | SERVICE PROVIDER | $14K | — |
Investments
33 direct securities · 1 pooled fund· $50.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$26.5M
33 holdings
Pooled Separate Account
$24.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $24.2M | 91.3% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2045 Investment Fund | — | — | — | $5.2M | 19.5% | |
| Voya Retirement Insurance and Annuity Company American Funds Fundamental Investors Class R-6 | — | — | — | $2.6M | 10.0% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2050 Investment Fund | — | — | — | $2.6M | 9.7% | |
| Voya Retirement Insurance and Annuity Company Vanguard 500 Index Fund Admiral Shares | — | — | — | $2.4M | 9.1% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2035 Investment Fund | — | — | — | $2.2M | 8.3% | |
| Voya Retirement Insurance and Annuity Company Voya Fixed Account | — | — | — | $2.0M | 7.4% | |
| Voya Retirement Insurance and Annuity Company ClearBridge Small-Cap Growth Fund | — | — | — | $1.1M | 4.1% | |
| Voya Retirement Insurance and Annuity Company American Funds The Growth Fund of America Class R-6 | — | — | — | $1.1M | 4.0% | |
| Voya Retirement Insurance and Annuity Company American Funds New Perspective R6 | — | — | — | $1.0M | 3.9% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2055 Investment Fund | — | — | — | $932K | 3.5% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2025 Investment Fund | — | — | — | $829K | 3.1% | |
| Voya Retirement Insurance and Annuity Company JPMorgan Equity Income Fund Class R6 | — | — | — | $546K | 2.1% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement Income Fund Investor Shares | — | — | — | $524K | 2.0% | |
| Voya Retirement Insurance and Annuity Company Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $424K | 1.6% | |
| Voya Retirement Insurance and Annuity Company Victory Sycamore Established Value Fund R6 | — | — | — | $392K | 1.5% | |
| Voya Retirement Insurance and Annuity Company Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $367K | 1.4% | |
| Voya Retirement Insurance and Annuity Company Eaton Vance Income Fund of Boston R6 Fund | — | — | — | $343K | 1.3% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | — | — | — | $314K | 1.2% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2040 Investment Fund | — | — | — | $304K | 1.1% | |
| Voya Retirement Insurance and Annuity Company American Funds Capital Income Builder R6 | — | — | — | $284K | 1.1% | |
| Voya Retirement Insurance and Annuity Company Voya Government Money Market Fund A ** 282 * Voya Retirement Insurance and Annuity Company Voya Intermediate Bond Fund R6 | — | — | — | $252K | 0.9% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2060 Investment Fund | — | — | — | $222K | 0.8% | |
| Voya Retirement Insurance and Annuity Company Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $192K | 0.7% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2030 Investment Fund | — | — | — | $84K | 0.3% | |
| Voya Retirement Insurance and Annuity Company Pioneer Strategic Income Fund K | — | — | — | $67K | 0.3% | |
| Voya Retirement Insurance and Annuity Company DFA Inflation-Protected Securities Portfolio Institutional Class | — | — | — | $59K | 0.2% | |
| Voya Retirement Insurance and Annuity Company DFA Emerging Markets Portfolio Institutional Class | — | — | — | $57K | 0.2% | |
| Voya Retirement Insurance and Annuity Company DFA Real Estate Securities Portfolio Institutional Class | — | — | — | $45K | 0.2% | |
| Voya Retirement Insurance and Annuity Company DFA Commodity Strategy Portfolio Institutional Fund | — | — | — | $31K | 0.1% | |
| Voya Retirement Insurance and Annuity Company DFA US Targeted Value I Porfolio Institutional Class | — | — | — | $31K | 0.1% | |
| Voya Retirement Insurance and Annuity Company American Beacon Stephens Mid-Cap Growth Fund | — | — | — | $22K | <0.1% | |
| Voya Retirement Insurance and Annuity Company AB Global Bond Fund Z | — | — | — | $20K | <0.1% | |
| Voya Retirement Insurance and Annuity Company Vanguard Target Retirement 2065 Investment Fund | — | — | — | $3K | <0.1% |