How big is Michael Wright & Associates, Inc.'s plan?

Michael Wright & Associates, Inc.'s plan reported $5.3M in assets and 3 participants for 2024.

Original filing (PDF)20250627210146NAL0005666163001

Michael Wright & Associates, Inc.

Name: Michael Wright & Associates, Inc. — Michael Wright &, Form 5500 (2024)
Creator: Michael Wright & Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Michael Wright & Associates, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Michael Wright & Associates, Inc.'s Michael Wright & Associates, Inc. 401(k) Profit Sharing Plan held $5.3M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

Plan identifiers

Michael Wright & Associates, Inc.'s EIN is 99-0347554.

EIN 99-0347554

Plan number 002

Plan year 2024

ACK ID 20250627210146NAL0005666163001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Michael Wright & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Michael Wright & Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

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