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Original filing (PDF)20250909143301NAL0012646819001
WRIGHT-PIERCE
Form 5500
FILING_RECEIVED
WRIGHT-PIERCE EMPLOYEES SECTION 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
342
Accounts w/ balance
413
Plan assets (EOY)
$76.9M
Net assets (EOY)
$76.9M
How this plan invests
This plan
1 pooled trust
Schedule D
32 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WRIGHT-PIERCE.
Plan sponsor
Name
WRIGHT-PIERCE
EIN
01-0228316
Address
11 BOWDOIN MILL ISLAND, SUITE 140 · TOPSHAM, ME · 04086
Phone
(207) 725-8721
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-09
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDMP ASSURANCE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INS & ANNUITY CO | 71-0294708 | — | RECORDKEEPER | $57K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | INVESTMENT ADVISORY | $9K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | 93-0987232 | — | BROKER/DEALER | $38K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BERRY DUNN MCNEIL PARKER, LLC | 01-0523282 | — | SERVICE PROVIDER | $14K | — |
| ACENSUS | 82-3719843 | — | SERVICE PROVIDER | $14K | — |
Investments
32 direct securities · 1 pooled fund· $74.9M(97% 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
$74.9M
32 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2040 Target Date Retirement Fund R6 Mutual Fund | — | — | — | $7.1M | 9.3% | |
| Fidelity Total Market Index Fund Mutual Fund | — | — | — | $7.1M | 9.2% | |
| American Funds 2020 Target Date Retirement Fund R6 Mutual Fund | — | — | — | $6.7M | 8.8% | |
| Large Cap Growth Value Fund R1 Collective Trust | — | — | — | $6.2M | 8.1% | |
| American Funds 2030 Target Date Retirement Fund R6 Mutual Fund | — | — | — | $6.1M | 7.9% | |
| American Funds 2045 Target Date Retirement Fund R6 Mutual Fund | — | — | — | $5.2M | 6.7% | |
| American Funds 2035 Target Date Retirement Fund R6 Mutual Fund | — | — | — | $4.8M | 6.2% | |
| American Funds 2050 Target Date Retirement Fund R6 Mutual Fund | — | — | — | $4.3M | 5.6% | |
| American Funds 2055 Target Date Retirement Fund R6 Mutual Fund | — | — | — | $2.9M | 3.8% | |
| American Funds 2025 Target Date Retirement Fund R6 Mutual Fund | — | — | — | $2.7M | 3.5% | |
| American Funds 2060 Target Date Retirement Fund R6 Mutual Fund | — | — | — | $2.3M | 3.0% | |
| MassMutual Overseas I Mutual Fund | — | — | — | $2.3M | 2.9% | |
| Fidelity Total International Index Fund Mutual Fund | — | — | — | $1.8M | 2.3% | |
| Victory Sycamore Established Value Fund R6 Mutual Fund | — | — | — | $1.7M | 2.2% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $1.4M | 1.9% | |
| JPMorgan U.S. Small Company Fund Mutual Fund | — | — | — | $1.4M | 1.8% | |
| Voya Fixed Account, at contract value Guaranteed Investment Contract | — | — | — | $1.3M | 1.7% | |
| Large Cap Value Fund R1 Collective Trust | — | — | — | $1.1M | 1.4% | |
| Macquarie Mid Cap Growth R6 Mutual Fund | — | — | — | $1.0M | 1.4% | |
| Calvert US Large-Cap Core Responsible Index Fund R6 Mutual Fund | — | — | — | $1.0M | 1.3% | |
| PIMCO Income Fund Institutional Class Mutual Fund | — | — | — | $959K | 1.2% | |
| Fidelity Advisor Total Bond Fund Class Mutual Fund | — | — | — | $926K | 1.2% | |
| Vanguard Global Equity Fund Investor Shares Mutual Fund | — | — | — | $897K | 1.2% | |
| American Funds 2065 Target Date Retirement Fund R6 Mutual Fund | — | — | — | $500K | 0.7% | |
| Fidelity Advisor International Capital Appreciation Fund Mutual Fund | — | — | — | $477K | 0.6% | |
| American Funds 2010 Target Date Retirement Fund R6 Mutual Fund 814 American Funds 2015 Target Date Retirement Fund R6 Mutual Fund | — | — | — | $467K | 0.6% | |
| Vanguard Real Estate Index Fund Admiral Shares Mutual Fund | — | — | — | $422K | 0.5% | |
| Impax Sustainable Allocation Fund Mutual Fund | — | — | — | $418K | 0.5% | |
| Notes receivable from participants Maturities range from 2025 to 2030; interest rates range from 3.25% to 8.50% - | — | — | — | $407K | 0.5% | |
| Impax Global Environmental Markets Fund Mutual Fund | — | — | — | $376K | 0.5% | |
| AB Global Bond Fund Mutual Fund | — | — | — | $316K | 0.4% | |
| Fidelity International Bond Index Fund Mutual Fund | — | — | — | $227K | 0.3% | |
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |