Original filing (PDF)20250821132812NAL0004196769001

WRIGHT CLOSE & BARGER, LLP

Name: WRIGHT CLOSE & BARGER, LLP — WRIGHT CLOSE & BARGER, LLP PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WRIGHT CLOSE & BARGER, LLP

Form 5500-SF

FILING_RECEIVED

WRIGHT CLOSE & BARGER, LLP PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$17.7M

Net assets (EOY)

$17.7M

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WRIGHT CLOSE & BARGER, LLP.

Plan sponsor

Name

WRIGHT CLOSE & BARGER, LLP

EIN

20-0460965

Address

ONE RIVERWAY · SUITE 2200 · HOUSTON, TX · 770561981

Phone

(713) 572-4321

Industry

Law Offices· Professional & Technical Servicessee 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

2025-08-21

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

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

GISLASON & HUNTER LLP

GISLASON & HUNTER LLP 401(K) PROFIT SHARING PLAN

$17.7M · 44 participants

SWEENEY MASON LLP

SWEENEY MASON LLP 401(K) SAVINGS & PROFIT SHARING PLAN

$17.7M · 27 participants

GORDON DAVIS JOHNSON & SHANE PC

GORDON DAVIS JOHNSON & SHANE PC PROFIT SHARING PLAN

$17.7M · 44 participants

MCDOWELL KNIGHT ROEDDER & SLEDGE, L.L.C.

MCDOWELL KNIGHT ROEDDER & SLEDGE L.L.C. 401(K) PROFIT SHARING PLAN

$17.7M · 22 participants

GOEHRING RUTTER & BOEHM