Wendi Newton signed Wright-Pierce's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wright-Pierce's EIN is 01-0228316.
Download the official 2024 Form 5500 (PDF) for Wright-Pierce from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wright-Pierce'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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INS & ANNUITY CO | 71-0294708 | — | RECORDKEEPER | $57K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | INVESTMENT ADVISORY | $9K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | 93-0987232 | — | BROKER/DEALER | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BERRY DUNN MCNEIL PARKER, LLC | 01-0523282 | — | SERVICE PROVIDER | $14K | — |
| ACENSUS | 82-3719843 | — | SERVICE PROVIDER | $14K | — |
