Original filing (PDF)20250902112736NAL0024370272001

PEREZ & MORRIS, LLC

Name: PEREZ & MORRIS, LLC — PEREZ & MORRIS, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PEREZ & MORRIS, LLC

Form 5500-SF

FILING_RECEIVED

PEREZ & MORRIS, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

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 PEREZ & MORRIS, LLC.

Plan sponsor

Name

PEREZ & MORRIS, LLC

EIN

31-1658788

Address

445 HUTCHINSON AVENUE · SUITE 600 · COLUMBUS, OH · 43235

Phone

(614) 431-1500

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

2025-09-02

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

BLALACK & WILLIAMS, P.C.

BLALACK & WILLIAMS 401(K) PROFIT SHARING PLAN

$5.4M · 22 participants

TIN, FULTON, WALKER & OWEN, PLLC

TIN, FULTON, WALKER & OWEN, PLLC EMPLOYEES SAVINGS TRUST

$5.4M · 21 participants

MURPHY & CHILDERS, P.C.

MURPHY & CHILDERS, P.C. 401(K) PLAN

$5.4M · 31 participants

TRAMMELL & MILLS LAW FIRM, LLC

TRAMMELL & MILLS LAW FIRM, LLC 401(K) PROFIT SHARING PLAN

$5.4M · 9 participants

LOEWENTHAL, HILLSHAFER & CARTER, LLP

LOEWENTHAL, HILLSHAFER & CARTER, LLP 401(K) PROFIT SHARING PLAN