Original filing (PDF)20250630080443NAL0028303890001

K & D WRIGHT & CO.

Name: K & D WRIGHT & CO. — WRIGHT & CO. CONSTRUCT., INC. RETIRE. PLAN & TRUST, Form 5500 (2024)
Creator: K & D WRIGHT & CO.

Form 5500-SF

FILING_RECEIVED

WRIGHT & CO. CONSTRUCT., INC. RETIRE. PLAN & TRUST

401(k) retirement plan

Active participants

109

Accounts w/ balance

111

Plan assets (EOY)

$27.9M

Net assets (EOY)

$27.9M

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for K & D WRIGHT & CO..

Plan sponsor

Name

K & D WRIGHT & CO.

EIN

11-2802208

Address

P.O. BOX 315 · BRIDGEHAMPTON, NY · 119320315

Phone

(631) 537-2555

Industry

Constructionsee 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

2025-06-30

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

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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