Original filing (PDF)20250326092148NAL0026433360001

AR & JO & MH, LLP

Name: AR & JO & MH, LLP — AR & JO & MH, LLP 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: AR & JO & MH, LLP

Form 5500-SF

FILING_RECEIVED

AR & JO & MH, LLP 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AR & JO & MH, LLP.

Plan sponsor

Name

AR & JO & MH, LLP

EIN

20-1310973

Address

6363 NORTH STATE HIGHWAY 161 · SUITE 450 · IRVING, TX · 75038

Phone

(214) 237-9001

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

BROWN & WINTERS

BROWN & WINTERS 401(K) PROFIT SHARING PLAN & TRUST

$4.2M · 25 participants

RUDOLPH & HAMMOND, LLC

RUDOLPH & HAMMOND, LLC 401(K) PROFIT SHARING PLAN AND TRUST

$4.2M · 7 participants

HUDSON, REED & CHRISTIANSEN, PLLC

HUDSON, REED & CHRISTIANSEN, PLLC PROFIT SHARING PLAN

$4.2M · 8 participants

SAVAGE & TURNER,P.C.

SAVAGE & TURNER, P. C. 401(K) PLAN

$4.2M · 27 participants

PERLMAN & PERLMAN LLP

PERLMAN & PERLMAN LLP 401(K) PROFIT SHARING PLAN