Wyle Inc. Retirement Plan
Corporate pension, based in EL Segundo, California, reporting $7.0M in assets, for 410 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Curcio Webb no longer appears on Wyle Inc. Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
1 more adviser and 15 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Prin Lgcp S&p 500 Index Sa-Z3 commitments
- Prin Bond Market Index Sa-Z3 commitments
- Principal U.S. Property Sa-Z3 commitments
- Principal18 commitments
Relationship network
19 connected entities18 observed commitments8 repeat counterpartiescommitments 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Pooled separate accounts 97.1%
Consultants and advisers
- Curcio Webb Investment adviser (plan)through Dec 31, 2023 Form 5500
- Principal Global Investors LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Weaver and Tidwell, LLP Actuarythrough Dec 31, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Principal18 rows, latest Dec 31, 2024
What changed
- Dec 31, 2024Consultant changedinferenceCurcio Webb no longer appears on Wyle Inc. Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Curcio Webbaskebsa.dol.gov
- Jan 1, 2024Funded status changedWyle Inc. Retirement Plan funded ratio 93.9% -> 91.4% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceCurcio Webb appears on Wyle Inc. Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Curcio Webbaskebsa.dol.gov
- Jan 1, 2023Funded status changedWyle Inc. Retirement Plan funded ratio 103.8% -> 93.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedWyle Inc. Retirement Plan plan assets $9M -> $7M (-22.8%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Prin Lgcp S&p 500 Index Sa-Zseparate account | Principal | Pooled vehicles | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prin Bond Market Index Sa-Zseparate account | Principal | Fixed income | $3.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Principal U.S. Property Sa-Zseparate account | Principal | Real estate | $551,158 held | Disclosed holding | askebsa.dol.gov |
+15 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 410 | $7.0M | $8.0M | 91.4% | $7.0M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 412 | $6.9M | $8.1M | 93.9% | $7.0M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 425 | $9.0M | $8.3M | 103.8% | $6.9M | Not disclosed | Not disclosed | Not disclosed |
- Willis Towers Watson US LLC codes 11 50 $110,046 PY2024
- Principal Life Insurance Company codes 13 50 64 $35,116 PY2024
- Weaver and Tidwell, LLP codes 10 11 50 $13,556 PY2024
+29 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Wyle Inc. Retirement Plan sits on 2 traced paths of capital across the graphs.
DFX traced 2 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Consultant changed2024-12-31source on record
- Funded status changed2024-01-01source on record
- Consultant changed2023-12-31source on record
+2 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+5 connections on the graph
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