How big is Thomas Wright Partners, Inc.'s plan?

Thomas Wright Partners, Inc.'s plan reported $2.2M in assets and 3 participants for 2024.

Original filing (PDF)20250703143020NAL0001156032001

Thomas Wright Partners, Inc.

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

Form 5500-SF

FILING_RECEIVED

Thomas Wright Partners, Inc. 401(k) Plan

401(k) retirement plan · Thomas Wright Partners, Inc.'s Thomas Wright Partners, Inc. 401(k) Plan held $2.2M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Thomas Wright Partners, Inc.'s EIN is 20-1888598.

EIN 20-1888598

Plan number 001

Plan year 2024

ACK ID 20250703143020NAL0001156032001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Thomas Wright Partners, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Helping the score