· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CLARK, PERDUE & LIST CO, LPA — CLARK, PERDUE & LIST CO, LPA 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250616163210NAL0002533138001
CLARK, PERDUE & LIST CO, LPA
Form 5500-SF
FILING_RECEIVED
CLARK, PERDUE & LIST CO, LPA 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
2
Accounts w/ balance
3
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CLARK, PERDUE & LIST CO, LPA
.
Find decision makers
Plan sponsor
Name
CLARK, PERDUE & LIST CO, LPA
EIN
26-1422017
Address
695 BRYDEN ROAD · COLUMBUS, OH · 43205
Phone
(614) 460-1604
Industry
Law Offices
· Professional & Technical Services
see 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
2025-06-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
WIRTZ LAW APC
WIRTZ LAW APC AND RESEARCH RESULTS, INC. 401(K) PLAN
$4.1M · 5 participants
TRIARSI, BETANCOURT, WUKOVITS & DUGAN, LLC
TRIARSI, BETANCOURT, WUKOVITS & DUGAN, LLC RETIREMENT PLAN
$4.1M · 13 participants
GORDON GORDON & CENTRACCHIO, L.L.P.
GORDON GORDON & CENTRACCHIO, LLP 401(K) AND PROFIT SHARING PLAN
$4.1M · 21 participants
ROSENBAUM & ASSOCIATES
ROSENBAUM & ASSOCIATES PENSION PLAN
$4.1M · 13 participants
JOHNSON, JOHNSON, WHITTLE, LANCER & STAGGS, ATTORNEYS, P.A.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
JOHNSON, JOHNSON, WHITTLE, LANCER & STAGGS, ATTORNEYS, P.A. PROFIT SHARING PLAN
$4.1M · 14 participants
BEYTIN, MCLAUGHLIN, MCLAUGHLIN, O'HARA, & BOCCHINO, P.A.
BEYTIN, MCLAUGHLIN, MCLAUGHLIN, O'HARA, & BOCCHINO, PA 401(K) PLAN
$4.1M · 38 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants
