How big is Wright Financial, LLC's plan?

Wright Financial, LLC's plan reported $773K in assets and 2 participants for 2024.

Original filing (PDF)20250715151635NAL0005045410001

Wright Financial, LLC

Name: Wright Financial, LLC — Wright Financial, LLC 401(k), Form 5500 (2024)
Creator: Wright Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wright Financial, LLC 401(k) Plan

401(k) retirement plan · Wright Financial, LLC's Wright Financial, LLC 401(k) Plan held $773K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$773K

Net assets (EOY)

$773K

People on this filing

Matthew Wright signed Wright Financial, LLC's 2024 Form 5500 as plan administrator.

Matthew 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

Wright Financial, LLC's EIN is 33-1061006.

EIN 33-1061006

Plan number 001

Plan year 2024

ACK ID 20250715151635NAL0005045410001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wright Financial, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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