Back to filter
Original filing (PDF)20250820111351NAL0001574707001
W.G. WRIGHT & ASSOCIATES, INC.
Form 5500-SF
FILING_RECEIVED
W.G. WRIGHT & ASSOCIATES 401(K) PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
9
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for W.G. WRIGHT & ASSOCIATES, INC..
Plan sponsor
Name
W.G. WRIGHT & ASSOCIATES, INC.
EIN
93-0949571
Address
1525 SE 10TH AVENUE · PORTLAND, OR · 972143542
Phone
(503) 232-3480
Industry
Other Services (ex. Public Admin)see 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
2025-08-20
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
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)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
BENSON SECURITY SYSTEMS, INC
BENSON SECURITY SYSTEMS, INC 401K PLAN
$1.4M · 100 participants
CONNECTICUT FIRE EQUIPMENT, INC.
CONNECTICUT FIRE EQUIPMENT, INC. CASH BALANCE PLAN
$1.4M · 1 participants
JSI SERVICE CORP.
JSI SERVICE CORP. 401(K)PLAN
$1.4M · 2 participants
ABSOLUTE MARKETING, INC.
ABSOLUTE MARKETING, INC. 401(K) PLAN
$1.4M · 17 participants
ISON EXCAVATING & CONTRACTING LLC
ISON EXCAVATING & CONTRACTING 401(K) PLAN
$1.4M · 3 participants
PAPER MACHINE SERVICES, INC.
PAPER MACHINE SERVICES, INC. 401(K) PROFIT SHARING PLAN
$1.4M · 1 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B