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Original filing (PDF)20251013165137NAL0000838707001
WRIGHT BROTHERS CONSTRUCTION COMPANY, INC.
Form 5500
FILING_RECEIVED
WRIGHT BROTHERS CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
857
Accounts w/ balance
669
Plan assets (EOY)
$25.6M
Net assets (EOY)
$25.6M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WRIGHT BROTHERS CONSTRUCTION COMPANY, INC..
Plan sponsor
Name
WRIGHT BROTHERS CONSTRUCTION COMPANY, INC.
EIN
62-0860614
Address
1500 LAUDERDALE MEMORIAL HIGHWAY · CHARLESTON, TN · 37310
Phone
(423) 336-2261
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $33K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $59K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
25 direct securities · 1 pooled fund· $25.6M(100% of reported assets)
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.
Uncategorized
$22.2M
25 holdings
Common Collective Trust
$3.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2030 Fund | — | — | — | $4.3M | 16.8% | |
| Fidelity Freedom Index 2040 Fund | — | — | — | $4.0M | 15.5% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.4M | 13.2% | |
| Fidelity Freedom Index 2025 Fund | — | — | — | $3.0M | 11.9% | |
| Fidelity Freedom Index 2035 Fund | — | — | — | $2.3M | 8.8% | |
| Fidelity Freedom Index 2045 Fund | — | — | — | $1.4M | 5.3% | |
| Fidelity Freedom Index 2050 Fund | — | — | — | $1.2M | 4.6% | |
| Fidelity Freedom Index 2060 Fund | — | — | — | $1.2M | 4.6% | |
| Fidelity Freedom Index 2055 Fund | — | — | — | $1.2M | 4.5% | |
| Fidelity Freedom Income Fund | — | — | — | $898K | 3.5% | |
| Fidelity 500 Index Fund | — | — | — | $629K | 2.5% | |
| Fidelity Freedom Index 2065 Fund | — | — | — | $453K | 1.8% | |
| JPMorgan Large Cap Growth | — | — | — | $408K | 1.6% | |
| Fidelity Freedom Index 2020 Fund | — | — | — | $291K | 1.1% | |
| First Eagle Overseas Fund Class I | — | — | — | $235K | 0.9% | |
| Columbia Threadneedle Dividend Income Fund | — | — | — | $167K | 0.7% | |
| Institutional Class Carillon Small Mid Cap R6 | — | — | — | $155K | 0.6% | |
| BlackRock Total Return Fund Class K | — | — | — | $150K | 0.6% | |
| Fuller & Thaler Behavioral Small Cap Equity | — | — | — | $102K | 0.4% | |
| Fund JPMorgan Equity Income Fund Class R6 | — | — | — | $74K | 0.3% | |
| Fidelity Freedom Index 2015 Fund | — | — | — | $71K | 0.3% | |
| Cambiar SMID Fund Investor Class | — | — | — | $53K | 0.2% | |
| Fund Virtus Newfleet Small Cap Growth Fund | — | — | — | $34K | 0.1% | |
| Cohen & Steers Global Realty Shares, Inc. | — | — | — | $17K | <0.1% | |
| Fund Class Z Virtus Newfleet Short Duration High Income | — | — | — | $13K | <0.1% | |
| Fidelity Freedom Index 2070 Fund | — | — | — | $7K | <0.1% |
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