Original filing (PDF)20250707112109NAL0001938323001

DAVID N WRIGHT & ASSOCIATES LLC

Name: DAVID N WRIGHT & ASSOCIATES LLC — DAVID N WRIGHT & ASSOCIATES LLC RETIREMENT TRUST, Form 5500 (2024)
Creator: DAVID N WRIGHT & ASSOCIATES LLC

Form 5500-SF

FILING_RECEIVED

DAVID N WRIGHT & ASSOCIATES LLC RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$436K

Net assets (EOY)

$436K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

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

Plan sponsor

Name

DAVID N WRIGHT & ASSOCIATES LLC

EIN

26-0859610

Address

525 ROUND ROCK WEST · SUITE A 145 · ROUND ROCK, TX · 78681

Phone

(512) 349-7000

Industry