Original filing (PDF)20250423135210NAL0005949345001

ADVANCED STRATEGICAL MANAGEMENT, LLC

Name: ADVANCED STRATEGICAL MANAGEMENT, LLC — WRIGHT AUTOMOTIVE 401(K) PLAN, Form 5500 (2024)
Creator: ADVANCED STRATEGICAL MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

WRIGHT AUTOMOTIVE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$302K

Net assets (EOY)

$302K

Plan health score

/ 100

Grade B

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANCED STRATEGICAL MANAGEMENT, LLC.

Plan sponsor

Name

ADVANCED STRATEGICAL MANAGEMENT, LLC

EIN

20-1257561

Address

1703 S. 1ST ST. · LUFKIN, TX · 75901

Phone

(936) 637-2500

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-05-01

Tax period

2024-12-31

Filed

2025-04-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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