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Original filing (PDF)20251015145753NAL0004919553001
NORMAN WRIGHT MECHANICAL EQUIPMENT CORP.
Form 5500
FILING_RECEIVED
NORMAN WRIGHT MECHANICAL EQUIPMENT CORP. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
181
Accounts w/ balance
217
Plan assets (EOY)
$65.9M
Net assets (EOY)
$65.9M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORMAN WRIGHT MECHANICAL EQUIPMENT CORP..
Plan sponsor
Name
NORMAN WRIGHT MECHANICAL EQUIPMENT CORP.
EIN
94-2872220
Address
99A SOUTH HILL DRIVE · BRISBANE, CA · 940051215
Phone
(415) 467-7600
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
2025-10-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
APRIO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $11K | — |
Investments
28 direct securities· $65.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Mutual fund NR | — | — | — | $11.6M | 17.6% | |
| Vanguard Total Bond Market Index Fund Mutual fund NR | — | — | — | $6.3M | 9.5% | |
| Vanguard U.S. Growth Fund Mutual fund NR | — | — | — | $6.0M | 9.0% | |
| Vanguard Explorer Fund Mutual fund NR | — | — | — | $5.6M | 8.4% | |
| Vanguard Total Stock Market Index Fund Mutual fund NR | — | — | — | $5.0M | 7.6% | |
| Vanguard Health Care Fund Mutual fund NR | — | — | — | $3.4M | 5.2% | |
| Vanguard Growth and Income Fund Mutual fund NR | — | — | — | $3.2M | 4.8% | |
| Vanguard Mid-Cap Index Fund Mutual fund NR | — | — | — | $2.8M | 4.2% | |
| Vanguard Target Retirement 2020 Fund Mutual fund NR | — | — | — | $2.3M | 3.5% | |
| Janus Henderson Overseas Fund Mutual fund NR | — | — | — | $2.3M | 3.5% | |
| Vanguard Cash Reserves Federal Money Market Fund Mutual fund NR | — | — | — | $2.2M | 3.3% | |
| Vanguard LifeStrategy Moderate Growth Fund Mutual fund NR | — | — | — | $2.1M | 3.2% | |
| Janus Henderson Forty Fund Mutual fund NR | — | — | — | $1.9M | 2.9% | |
| Vanguard Target Retirement 2030 Fund Mutual fund NR | — | — | — | $1.7M | 2.6% | |
| Vanguard Equity Income Fund Mutual fund NR | — | — | — | $1.7M | 2.5% | |
| Vanguard Target Retirement 2045 Fund Mutual fund NR | — | — | — | $1.6M | 2.4% | |
| Vanguard LifeStrategy Growth Fund Mutual fund NR | — | — | — | $1.3M | 1.9% | |
| Vanguard Target Retirement 2055 Fund Mutual fund NR | — | — | — | $1.1M | 1.7% | |
| Vanguard Target Retirement 2035 Fund Mutual fund NR | — | — | — | $812K | 1.2% | |
| Vanguard LifeStrategy Income Fund Mutual fund NR | — | — | — | $641K | 1.0% | |
| Vanguard Target Retirement 2050 Fund Mutual fund NR | — | — | — | $621K | 0.9% | |
| Vanguard LifeStrategy Conservative Growth Fund Mutual fund NR | — | — | — | $607K | 0.9% | |
| Vanguard Target Retirement 2040 Fund Mutual fund NR | — | — | — | $552K | 0.8% | |
| Vanguard Target Retirement 2060 Fund Mutual fund NR | — | — | — | $313K | 0.5% | |
| Various, bearing interest from * Participant loans 4.25% - 9.50% - | — | — | — | $228K | 0.3% | |
| Vanguard Target Retirement 2025 Fund Mutual fund NR | — | — | — | $164K | 0.2% | |
| Vanguard Target Retirement Income Mutual fund NR | — | — | — | $102K | 0.2% | |
| Vanguard Target Retirement 2065 Fund Mutual fund NR | — | — | — | $18K | <0.1% |
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