How big is Wright & Casey, P.A.'s plan?

Wright & Casey, P.A.'s plan reported $2.3M in assets and 18 participants for 2025.

Original filing (PDF)20260324132503NAL0003023616001

Wright & Casey, P.A.

Name: Wright & Casey, P.A. — Wright & Casey, P.A. 401(k), Form 5500 (2025)
Creator: Wright & Casey, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wright & Casey, P.A. 401(k)

401(k) retirement plan · Wright & Casey, P.A.'s Wright & Casey, P.A. 401(k) held $2.3M in plan assets for 18 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

R. Brooks Casey signed Wright & Casey, P.A.'s 2025 Form 5500 as plan administrator.

R. Brooks Casey — 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

Wright & Casey, P.A.'s EIN is 26-3995764.

EIN 26-3995764

Plan number 001

Plan year 2025

ACK ID 20260324132503NAL0003023616001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wright & Casey, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wright & Casey, P.A.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WRIGHT & CASEY, P.A..

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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

Knocking points off