How big is Duglas Wright & Co Inc.'s plan?

Duglas Wright & Co Inc.'s plan reported $226K in assets and 2 participants for 2024.

Original filing (PDF)20250729190737NAL0008520866001

Duglas Wright & Co Inc.

Name: Duglas Wright & Co Inc. — Duglas Wright & Co Inc., Form 5500 (2024)
Creator: Duglas Wright & Co Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Duglas Wright & Co Inc. 401(k) Plan & Trust

401(k) retirement plan · Duglas Wright & Co Inc.'s Duglas Wright & Co Inc. 401(k) Plan & Trust held $226K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$226K

Net assets (EOY)

$226K

People on this filing

DUG Wright signed Duglas Wright & Co Inc.'s 2024 Form 5500 as plan administrator.

DUG 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

Duglas Wright & Co Inc.'s EIN is 33-0670957.

EIN 33-0670957

Plan number 001

Plan year 2024

ACK ID 20250729190737NAL0008520866001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Duglas Wright & Co Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Duglas Wright & Co Inc.'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 DUGLAS WRIGHT & CO 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