How big is Serviam by Wright LLP's plan?

Serviam by Wright LLP's plan reported $709K in assets and 7 participants for 2025.

Original filing (PDF)20260220101824NAL0010699072001

Serviam by Wright LLP

Name: Serviam by Wright LLP — Serviam by Wright LLP 401(k), Form 5500 (2025)
Creator: Serviam by Wright LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Serviam by Wright LLP 401(k) Plan

401(k) retirement plan · Serviam by Wright LLP's Serviam by Wright LLP 401(k) Plan held $709K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$709K

Net assets (EOY)

$709K

Plan identifiers

Serviam by Wright LLP's EIN is 46-2127592.

EIN 46-2127592

Plan number 002

Plan year 2025

ACK ID 20260220101824NAL0010699072001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Serviam by Wright LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Serviam by Wright LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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 (91st percentile).

Plan sponsor

Name

SERVIAM BY WRIGHT LLP

EIN

all filings

Address

3 CORPORATE PARK #100 · IRVINE, CA · 92606

Phone

(949) 207-7522

Industry

Law Offices· Professional & Technical Services

Plan administrator