# Wright Investments, INC. DC Plan
Source: https://planprovider.pro/companies/wright-investments-inc-plan

> Wright Investments, INC.'s DC plan: 595 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wright Investments, INC.

- **Sponsor EIN:** 621144800

- **Sponsor Address:** 850 RIDGE LAKE BLVD, MEMPHIS, TN, 38120

- **Plan Type:** DC

- **Total Participants:** 595

- **Total Assets:** $3.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|595|$3.8M|$150,726|$348,719|

| 2023|343|$4.8M|$138,407|$356,120|

| 2022|300|$5.0M|$0|$258,788|

## 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|

| CANNON WRIGHT BLOUNT PLLC|Auditor|$2,000|—|$2,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,000

- **Estimated Expense Ratio:** 0.052% of plan assets

### 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|$8,118|$619|—|$2,000|—|

| 2023|$4,831|$330|—|$750|—|

| 2022|$13,275|$221|—|—|—|

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