David Harris signed Wright of Thomasville, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wright of Thomasville, Inc.'s EIN is 56-0730748.
Download the official 2023 Form 5500 (PDF) for Wright of Thomasville, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Wright of Thomasville, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $35K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2030 IPR Mutual Fund | Common Collective Trusts | — | — | $2.8M | 21.3% | |
| FID FDM IDX 2035 IPR Mutual Fund | Common Collective Trusts | — | — | $2.2M | 17.1% | |
| FID FDM IDX 2025 IPR Mutual Fund | Common Collective Trusts | — | — | $1.4M | 10.9% | |
| VANG 500 INDEX ADM Mutual Fund | Common Collective Trusts | — | — | $1.1M | 8.7% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.1M | 8.2% | |
| AB LG CAP GRTH I Mutual Fund | Other securities | — | — | $692K | 5.3% | |
| FID FDM IDX 2045 IPR Mutual Fund | Common Collective Trusts | — | — | $678K | 5.2% | |
| FID FDM IDX 2040 IPR Mutual Fund | Common Collective Trusts | — | — | $614K | 4.7% | |
| VANG SM CAP IDX ADM Mutual Fund | Common Collective Trusts | — | — | $442K | 3.4% | |
| PUTN LG CAP VAL R6 Mutual Fund | Other securities | — | — | $280K | 2.1% | |
| FID FDM IDX 2020 IPR Mutual Fund | Common Collective Trusts | — | — | $226K | 1.7% | |
| VANG DEV MKT IDX ADM Mutual Fund | Common Collective Trusts | — | — | $218K | 1.7% | |
| FID FDM IDX 2050 IPR Mutual Fund | Common Collective Trusts | — | — | $197K | 1.5% | |
| VANG CR FED MM ADM Mutual Fund | Other securities | — | — | $183K | 1.4% | |
| FID FDM IDX INC IPR Mutual Fund | Common Collective Trusts | — | — | $150K | 1.2% | |
| JPM EMRG MKTS EQ R6 Mutual Fund | Other securities | — | — | $118K | 0.9% | |
| FID FDM IDX 2055 IPR Mutual Fund | Common Collective Trusts | — | — | $105K | 0.8% | |
| FID FDM IDX 2015 IPR Mutual Fund | Common Collective Trusts | — | — | $82K | 0.6% | |
| PIONEER BOND K Mutual Fund | Other securities | — | — | $72K | 0.6% | |
| VANG MIDCAP IDX ADM Mutual Fund | Common Collective Trusts | — | — | $65K | 0.5% | |
| FID FDM IDX 2010 IPR Mutual Fund | Common Collective Trusts | — | — | $56K | 0.4% | |
| MM INFL PRO & INC I Mutual Fund | Common Stocks | — | — | $43K | 0.3% | |
| MM HIGH YIELD I Mutual Fund | Other securities | — | — | $43K | 0.3% | |
| FID FDM IDX 2060 IPR Mutual Fund | Common Collective Trusts | — | — | $39K | 0.3% | |
| FID FDM IDX 2065 IPR Mutual Fund | Common Collective Trusts | — | — | $33K | 0.2% | |
| TRP DIV GROWTH I Mutual Fund | Other securities | — | — | $13K | <0.1% | |
| CLEARBRDGE SELECT IS Mutual Fund | Other securities | — | — | $11K | <0.1% | |
| MFS MID CAP VALUE R6 Mutual Fund | Mutual Funds | — | — | $4K | <0.1% | |
| PIM INTL BD US$H I Mutual Fund | Other securities | — | — | $4K | <0.1% | |
| MFS NEW DISC VAL R6 Mutual Fund | Mutual Funds | — | — | $4K | <0.1% | |
| TOUCHSTN MID CAP IS Mutual Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
