Penny Ragland signed Wright Brothers Construction Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wright Brothers Construction Company, Inc.'s EIN is 62-0860614.
Download the official 2024 Form 5500 (PDF) for Wright Brothers Construction Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wright Brothers Construction Company, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $59K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2030 Fund | Mutual Funds | — | — | $4.3M | 16.8% | |
| Fidelity Freedom Index 2040 Fund | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $3.0M | 11.9% | |
| Fidelity Freedom Index 2035 Fund | Mutual Funds | — | — | $2.3M | 8.8% | |
| Fidelity Freedom Index 2045 Fund | Mutual Funds | — | — | $1.4M | 5.3% | |
| Fidelity Freedom Index 2050 Fund | Mutual Funds | — | — | $1.2M | 4.6% | |
| Fidelity Freedom Index 2060 Fund | Mutual Funds | — | — | $1.2M | 4.6% | |
| Fidelity Freedom Index 2055 Fund | Mutual Funds | — | — | $1.2M | 4.5% | |
| Fidelity Freedom Income Fund | Mutual Funds | — | — | $898K | 3.5% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $629K | 2.5% | |
| Fidelity Freedom Index 2065 Fund | Mutual Funds | — | — | $453K | 1.8% | |
| JPMorgan Large Cap Growth | Other securities | — | — | $408K | 1.6% | |
| Fidelity Freedom Index 2020 Fund | Mutual Funds | — | — | $291K | 1.1% | |
| First Eagle Overseas Fund Class I | Other securities | — | — | $235K | 0.9% | |
| Columbia Threadneedle Dividend Income Fund | Other securities | — | — | $167K | 0.7% | |
| Institutional Class Carillon Small Mid Cap R6 | Other securities | — | — | $155K | 0.6% | |
| BlackRock Total Return Fund Class K | Other securities | — | — | $150K | 0.6% | |
| Fuller & Thaler Behavioral Small Cap Equity | Other securities | — | — | $102K | 0.4% | |
| Fund JPMorgan Equity Income Fund Class R6 | Other securities | — | — | $74K | 0.3% | |
| Fidelity Freedom Index 2015 Fund | Mutual Funds | — | — | $71K | 0.3% | |
| Cambiar SMID Fund Investor Class | Other securities | — | — | $53K | 0.2% | |
| Fund Virtus Newfleet Small Cap Growth Fund | Other securities | — | — | $34K | 0.1% | |
| Cohen & Steers Global Realty Shares, Inc. | Common Stocks | — | — | $17K | <0.1% | |
| Fund Class Z Virtus Newfleet Short Duration High Income | Other securities | — | — | $13K | <0.1% | |
| Fidelity Freedom Index 2070 Fund | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
