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Original filing (PDF)20251015100730NAL0002123987001
WRIGHT INVESTMENTS, INC.
Form 5500
FILING_RECEIVED
WRIGHT INVESTMENTS, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
595
Accounts w/ balance
142
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 24% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (11 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WRIGHT INVESTMENTS, INC..
Plan sponsor
Name
WRIGHT INVESTMENTS, INC.
EIN
62-1144800
Address
850 RIDGE LAKE BLVD · SUITE 401 · MEMPHIS, TN · 38120
Phone
(901) 312-1349
Industry
Real Estatesee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CANNON WRIGHT BLOUNT PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
Investments
34 direct securities· $3.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Issuer Description Cost Current Value Mutual Funds * Fidelity Investments Fid Freedom 2030 K N/A | — | — | — | $599K | 15.6% | |
| Fidelity Investments Fid Freedom 2025 K N/A | — | — | — | $468K | 12.2% | |
| Fidelity Investments Fid Freedom 2035 K N/A | — | — | — | $425K | 11.1% | |
| Fidelity Investments Fid Freedom 2040 K N/A | — | — | — | $406K | 10.6% | |
| Fidelity Investments Fid 500 Index N/A | — | — | — | $378K | 9.9% | |
| Fidelity Investments Fid Freedom 2015 K N/A | — | — | — | $363K | 9.5% | |
| Fidelity Investments Fid Freedom 2020 K N/A | — | — | — | $162K | 4.2% | |
| Fidelity Investments Fid Freedom 2045 K N/A | — | — | — | $109K | 2.8% | |
| Money Market Funds * Fidelity Investments Fid Govt Money Market N/A | — | — | — | $101K | 2.6% | |
| T. Rowe Price TRP Blue Chip Gr Adv N/A | — | — | — | $76K | 2.0% | |
| Fidelity Investments Fid Balanced N/A | — | — | — | $64K | 1.7% | |
| Columbia Threadneedle Investments Columbia Div Inc Cl A N/A | — | — | — | $62K | 1.6% | |
| Notes receivable from participants terms ranging from 1 to 5 years - | — | — | — | $60K | 1.6% | |
| Fidelity Investments Fid Freedom 2055 K N/A | — | — | — | $57K | 1.5% | |
| Fidelity Investments Fid Growth Disc N/A | — | — | — | $55K | 1.4% | |
| PIMCO Tot Return Adm N/A | — | — | — | $52K | 1.4% | |
| Fidelity Investments Fid Stock Selector N/A | — | — | — | $51K | 1.3% | |
| Fidelity Investments Fid Small Cap Growth N/A | — | — | — | $43K | 1.1% | |
| Fidelity Investments Fidelity Govt Income N/A | — | — | — | $42K | 1.1% | |
| Fidelity Investments Fid Freedom 2050 K N/A | — | — | — | $39K | 1.0% | |
| Fidelity Investments Fid Stksel Lgcap Val N/A | — | — | — | $36K | 0.9% | |
| Fidelity Investments Fid Value N/A | — | — | — | $28K | 0.7% | |
| Fidelity Investments Fid Extended Market Index N/A | — | — | — | $25K | 0.7% | |
| Fidelity Investments Fid Freedom 2065 K N/A | — | — | — | $20K | 0.5% | |
| Fidelity Investments Fid Freedom 2060 K N/A | — | — | — | $19K | 0.5% | |
| Eagle Asset Management Carillon Eagle Mid Cap Gr A N/A | — | — | — | $16K | 0.4% | |
| Fidelity Investments Fid Small Cap Value N/A | — | — | — | $16K | 0.4% | |
| Columbia Threadneedle Investments Columbia Sel Md Cap Val I N/A | — | — | — | $14K | 0.4% | |
| Fidelity Investments Fid Intl Discovery N/A | — | — | — | $12K | 0.3% | |
| Fidelity Investments Fid Emerging Mkts N/A | — | — | — | $12K | 0.3% | |
| Fidelity Investments Fid Intl Index N/A | — | — | — | $10K | 0.3% | |
| PGIM Investments PGIM High Yield R6 N/A | — | — | — | $5K | 0.1% | |
| Fidelity Investments Fid Short Term Bond N/A | — | — | — | $3K | <0.1% | |
| Fidelity Investments Fid Freedom Income N/A | — | — | — | $1K | <0.1% |
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