How big is David N Wright & Associates LLC's plan?

David N Wright & Associates LLC's plan reported $436K in assets and 7 participants for 2024.

Original filing (PDF)20250707112109NAL0001938323001

David N Wright & Associates LLC

Name: David N Wright & Associates LLC — David N Wright &, Form 5500 (2024)
Creator: David N Wright & Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David N Wright & Associates LLC Retirement Trust

401(k) retirement plan · David N Wright & Associates LLC's David N Wright & Associates LLC Retirement Trust held $436K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$436K

Net assets (EOY)

$436K

People on this filing

ZHEN WU signed David N Wright & Associates LLC's 2024 Form 5500 as plan administrator.

ZHEN WU — 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

David N Wright & Associates LLC's EIN is 26-0859610.

EIN 26-0859610

Plan number 001

Plan year 2024

ACK ID 20250707112109NAL0001938323001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David N Wright & Associates LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David N Wright & Associates LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

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.

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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

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).

Plan sponsor

Name

DAVID N WRIGHT & ASSOCIATES LLC

EIN

all filings

Address

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

Phone

(512) 349-7000

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator