How big is Wright & Brunell, LLC's plan?

Wright & Brunell, LLC's plan reported $1.4M in assets and 45 participants for 2024.

Original filing (PDF)20250918174002NAL0001551169001

Wright & Brunell, LLC

Name: Wright & Brunell, LLC — Wright & Brunell, LLC 401(k), Form 5500 (2024)
Creator: Wright & Brunell, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wright & Brunell, LLC 401(k) Plan

401(k) retirement plan · Wright & Brunell, LLC's Wright & Brunell, LLC 401(k) Plan held $1.4M in plan assets for 45 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Wright & Brunell, LLC's EIN is 20-0802898.

EIN 20-0802898

Plan number 001

Plan year 2024

ACK ID 20250918174002NAL0001551169001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wright & Brunell, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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