Original filing (PDF)20251013144844NAL0003336994001

WOOD, HERRON & EVANS, LLP

Name: WOOD, HERRON & EVANS, LLP — WOOD, HERRON & EVANS, LLP PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WOOD, HERRON & EVANS, LLP

Form 5500-SF

FILING_RECEIVED

WOOD, HERRON & EVANS, LLP PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$36.9M

Net assets (EOY)

$36.9M

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 WOOD, HERRON & EVANS, LLP.

Plan sponsor

Name

WOOD, HERRON & EVANS, LLP

EIN

31-0530725

Address

600 VINE STREET · SUITE 2800 · CINCINNATI, OH · 45202

Phone

(513) 241-2324

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

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

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

GREENBAUM, ROWE, SMITH & DAVIS LLP

GREENBAUM, ROWE, SMITH & DAVIS LLP RETIREMENT PLAN AND TRUST

$36.9M · 100 participants

BELL, DAVIS & PITT, P.A.

BELL, DAVIS & PITT, P.A. 401(K) PROFIT SHARING PLAN

$36.9M · 59 participants

MOULTON BELLINGHAM PC

MOULTON LAW FIRM 401(K) PLAN

$36.8M · 25 participants

MDK

MDK 401K PLAN

$37.0M · 240 participants

LUSE GORMAN, PC

LUSE GORMAN, PC SECTION 401(K) PLAN

$37.1M · 32 participants