Original filing (PDF)20250523164216NAL0005998608001

ERIC WRIGHT & ASSOCIATES LLC

Name: ERIC WRIGHT & ASSOCIATES LLC — ERIC WRIGHT & ASSOCIATES LLC 401K PLAN, Form 5500 (2024)
Creator: ERIC WRIGHT & ASSOCIATES LLC

Form 5500-SF

FILING_RECEIVED

ERIC WRIGHT & ASSOCIATES LLC 401K PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$601K

Net assets (EOY)

$601K

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 average account balance (94th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ERIC WRIGHT & ASSOCIATES LLC

EIN

80-0629191

Address

1604 SAN ANTONIO · AUSTIN, TX · 78701

Phone

(512) 478-7500

Industry

Professional & Technical Servicessee 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

2025-05-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

LAW OFFICES OF CHRISTOPHER B C

LAW OFFICES OF CHRISTOPHER B C 401(K) PROFIT SHARING PLAN & TRUST

$601K · 4 participants

FIELDING LAW, PLLC

FIELDING LAW, PLLC 401(K) PLAN

$601K · 30 participants

MCNALLY LAW OFFICE A PROFESSIO

MCNALLY LAW OFFICE A PROFESSIO 401(K) PROFIT SHARING PLAN & TRUST

$600K · 7 participants

HUNTER CONSULTING, INC.

HUNTER CONSULTING 401(K) PLAN

$600K · 3 participants

UNCOMMON LAW

UNCOMMON LAW 401(K) PLAN

$599K · 33 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.