P 401(k) Plan Report

Stable plan record

DAVID N WRIGHT & ASSOCIATES LLC RETIREMENT TRUST

Sponsored by DAVID N WRIGHT & ASSOCIATES LLC · EIN/PN 260859610-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$2,185
Administrative cost per participant
2025
$170
Active participants
2025
4
Total plan assets
2025
$500,687
Participant loans as a share of assets
2025
0.8%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260702161327NAL00125567230014$2,185
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.