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Original filing (PDF)20251003051440NAL0000659043001
WRIGHT IMPLEMENT 1, LLC
Form 5500
FILING_RECEIVED
WRIGHT IMPLEMENT RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
276
Accounts w/ balance
271
Plan assets (EOY)
$16.9M
Net assets (EOY)
$16.9M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WRIGHT IMPLEMENT 1, LLC.
Plan sponsor
Name
WRIGHT IMPLEMENT 1, LLC
EIN
20-4423051
Address
3225 CARTER RD · OWENSBRORO, KY · 42301
Phone
(270) 756-5152
Industry
Manufacturingsee 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
2025-10-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HARDING SHYMANSKI & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $29K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION RPCP | 95-2834236 | — | INVESTMENT/FINANCIAL ADVI | $35K | — |
Investments
31 direct securities · 1 pooled fund· $16.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$16.7M
31 holdings
Common Collective Trust
$156K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LORD ABBETT GROWTH LEADERS R6 | Registered Investment Companies | — | — | $2.8M | 16.7% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $2.0M | 12.1% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $1.4M | 8.3% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $1.4M | 8.0% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $1.2M | 7.0% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $844K | 5.0% | |
| FRANKLIN SCV R6 | Registered Investment Companies | — | — | $736K | 4.4% | |
| PUTNAM SM CAP GWTHR6 | Registered Investment Companies | — | — | $724K | 4.3% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $654K | 3.9% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $572K | 3.4% | |
| JPM CORE BOND R6 | Registered Investment Companies | — | — | $488K | 2.9% | |
| LOOMIS SAYLES GLB ALLOC N | Registered Investment Companies | — | — | $468K | 2.8% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $400K | 2.4% | |
| MORGAN STANLEY INTL ADV PORT I | Registered Investment Companies | — | — | $392K | 2.3% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $385K | 2.3% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $373K | 2.2% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $333K | 2.0% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $274K | 1.6% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $202K | 1.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $166K | 1.0% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $159K | 0.9% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $156K | 0.9% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $129K | 0.8% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $117K | 0.7% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $91K | 0.5% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $88K | 0.5% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $79K | 0.5% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $67K | 0.4% | |
| MACQUARIE EMERGING MARKETS R | Registered Investment Companies | — | — | $54K | 0.3% | |
| PIMCO INV GR CRED BD I | Registered Investment Companies | — | — | $50K | 0.3% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $49K | 0.3% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $24K | 0.1% |