How big is Kendra Wright Agency, Inc.'s plan?

Kendra Wright Agency, Inc.'s plan reported $177K in assets and 4 participants for 2024.

Original filing (PDF)20250611144849NAL0045546242001

Kendra Wright Agency, Inc.

Name: Kendra Wright Agency, Inc. — KWA 401(k) Plan, Form 5500 (2024)
Creator: Kendra Wright Agency, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KWA 401(k) Plan

401(k) retirement plan · Kendra Wright Agency, Inc.'s KWA 401(k) Plan held $177K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$177K

Net assets (EOY)

$177K

People on this filing

Kendra Wright signed Kendra Wright Agency, Inc.'s 2024 Form 5500 as plan administrator.

Kendra Wright — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kendra Wright Agency, Inc.'s EIN is 20-8111581.

EIN 20-8111581

Plan number 001

Plan year 2024

ACK ID 20250611144849NAL0045546242001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Kendra Wright Agency, Inc.'s plan includes profit-sharing, 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 KENDRA WRIGHT AGENCY, 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