How big is Wright & Morrissey, Inc.'s plan?

Wright & Morrissey, Inc.'s plan reported $4.2M in assets and 38 participants for 2024.

Original filing (PDF)20250722152246NAL0001329443001

Wright & Morrissey, Inc.

Name: Wright & Morrissey, Inc. — Wright & Morrissey, Inc., Form 5500 (2024)
Creator: Wright & Morrissey, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wright & Morrissey, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Wright & Morrissey, Inc.'s Wright & Morrissey, Inc. 401(k) Profit Sharing Plan held $4.2M in plan assets for 38 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan identifiers

Wright & Morrissey, Inc.'s EIN is 03-0174438.

EIN 03-0174438

Plan number 001

Plan year 2024

ACK ID 20250722152246NAL0001329443001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wright & Morrissey, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wright & Morrissey, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WRIGHT & MORRISSEY, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off