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Original filing (PDF)20251015090622NAL0002060675001
PORTER WRIGHT MORRIS & ARTHUR LLP
Form 5500
FILING_RECEIVED
PORTER WRIGHT MORRIS & ARTHUR LLP PARTNER 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
126
Accounts w/ balance
177
Plan assets (EOY)
$173.4M
Net assets (EOY)
$173.4M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
80
Participation health
100
Knocking points off
- Top holding "[DFE: PORTER WRIGHT MORRIS AND ARTHUR LLP 401K RETIREMENT PLAN MASTER TRUST (extraction pending)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PORTER WRIGHT MORRIS & ARTHUR LLP.
Plan sponsor
Name
PORTER WRIGHT MORRIS & ARTHUR LLP
EIN
31-4373657
Address
41 SOUTH HIGH STREET · SUITES 2800-3200 · COLUMBUS, OH · 43215
Phone
(614) 227-2000
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
BALESTRA, HARR & SCHERER, CPAS, INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 pooled fund· $172.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PORTER WRIGHT MORRIS ARTHUR RP MT PORTER WRIGHT MORRIS AND ARTHUR LLP · EIN 31-4373657 / PN 006 | Master Trust | — | — | $172.7M | 99.6% |
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