Original filing (PDF)20250827142204NAL0009647953001

AGEE, CLYMER, MITCHELL & PORTMAN CO., LPA

Name: AGEE, CLYMER, MITCHELL & PORTMAN CO., LPA — AGEE, CLYMER, MITCHELL & PORTMAN 401(K) PLAN, Form 5500 (2024)
Creator: AGEE, CLYMER, MITCHELL & PORTMAN CO., LPA

Form 5500-SF

FILING_RECEIVED

AGEE, CLYMER, MITCHELL & PORTMAN 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

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 AGEE, CLYMER, MITCHELL & PORTMAN CO., LPA.

Plan sponsor

Name

AGEE, CLYMER, MITCHELL & PORTMAN CO., LPA

EIN

31-0980384

Address

140 E. TOWN ST., SUITE 1100 · COLUMBUS, OH · 43215

Phone

(614) 221-3318

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

2025-08-27

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

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