# Wright-Pierce 401(k) Plan
Source: https://planprovider.pro/companies/wright-pierce-401k-plan

> Wright-Pierce's 401(k) plan: 342 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wright-Pierce

- **Sponsor EIN:** 010228316

- **Sponsor Address:** 11 BOWDOIN MILL ISLAND, SUITE 140, TOPSHAM, ME, 04086

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

- **Total Participants:** 342

- **Total Assets:** $76.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|342|$76.9M|$2.0M|$3.4M|

| 2023|304|$72.0M|$1.7M|$3.1M|

| 2022|290|$62.4M|$1.5M|$2.8M|

## 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|

| VOYA RETIREMENT INS & ANNUITY CO|RECORDKEEPER|$56,663|—|$56,663|

| OSAIC WEALTH, INC.|BROKER/DEALER|$37,500|—|$37,500|

| BERRY DUNN MCNEIL PARKER, LLC|SERVICE PROVIDER|$14,440|—|$14,440|

| ACENSUS|SERVICE PROVIDER|$13,504|—|$13,504|

| VOYA RETIREMENT ADVISORS, LLC|INVESTMENT ADVISORY|$8,924|—|$8,924|

| BDMP ASSURANCE, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [OSAIC WEALTH, INC.](https://planprovider.pro/provider/royal-alliance-associates-inc) — BROKER/DEALER

- [ACENSUS](https://planprovider.pro/provider/ascensus-llc) — SERVICE PROVIDER

- [BDMP ASSURANCE, LLP](https://planprovider.pro/provider/bdmp-assurance-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $131,031

- **Estimated Expense Ratio:** 0.170% 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|$131,399|—|$131,399|—|—|

| 2023|$115,040|$3,628|$56,407|$13,705|—|

| 2022|$101,209|—|—|—|—|

## Similar Plans

- [Woodard & Curran, INC.](https://planprovider.pro/companies/woodard-curran-inc-401k-plan) — 1,358 participants

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