# Norman S. Wright Mechanical Equipment Corporation 401(k) Plan
Source: https://planprovider.pro/companies/norman-s-wright-mechanical-equipment-corporation-942872220-002

> Norman S. Wright Mechanical Equipment Corporation's 401(k) plan: 232 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Norman S. Wright Mechanical Equipment Corporation

- **Sponsor EIN:** 942872220

- **Sponsor Address:** 99A SOUTH HILL DRIVE, BRISBANE, CA, 94005

- **Plan Type:** 401(k)

- **Plan Number:** 002

- **Total Participants:** 232

- **Total Assets:** $41.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|232|$41.3M|$0|$0|

| 2023|235|$33.0M|$0|$0|

| 2022|225|$22.9M|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| APRIO LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|—|—|—|—|—|

| 2023|$37,133|—|—|—|—|

| 2022|$60,046|—|—|—|$60,046|

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