Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WRIGHT & PHILLIPS
EIN 64-0538348Latest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
8
P. O. BOX 436, 101 N VAN BUREN ST - CARTHAGE, MS 39051601-267-8061
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 8 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WRIGHT & PHILLIPS SELF EMPLOYED PROFIT SHARING PLAN
MoneyPurchase
Assets$800K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WRIGHT & PHILLIPS SELF EMPLOYED MONEY PURCHASE PLAN
MoneyPurchase
Assets$475K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WRIGHT & PHILLIPS SELF EMPLOYED PROFIT SHARING PLAN | MoneyPurchase | $800K | 4 | 2025 | |
| 002 | WRIGHT & PHILLIPS SELF EMPLOYED MONEY PURCHASE PLAN | MoneyPurchase | $475K | 4 | 2025 |
Retirement plans