Back to filter
Original filing (PDF)20250922093039NAL0004518001001
WESTON HURD LLP
Form 5500-SF
FILING_RECEIVED
WESTON HURD LLP RETIREMENT 401(K) PLAN
401(k) retirement plan
Active participants
102
Accounts w/ balance
122
Plan assets (EOY)
$36.3M
Net assets (EOY)
$36.3M
Plan health score (directional)
86
/ 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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTON HURD LLP.
Plan sponsor
Name
WESTON HURD LLP
EIN
34-0643459
Address
1300 EAST 9TH STREET - SUITE 1400 · CLEVELAND, OH · 441141862
Phone
(216) 687-3275
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
2025-09-22
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Law Offices plans
PANISH SHEA RAVIPUDI LLP
PANISH SHEA RAVIPUDI LLP 401(K) RETIREMENT SAVINGS PLAN
$36.3M · 97 participants
HARDING MAZZOTTI, LLP
HARDING MAZZOTTI, LLP PROFIT SHARING PLAN
$36.4M · 122 participants
TYSON & MENDES LLP
TYSON & MENDES LLP 401(K) PROFIT SHARING PLAN AND TRUST
$36.4M · 490 participants
BERKOWITZ OLIVER, LLP
BERKOWITZ OLIVER, LLP 401(K) PLAN
$36.5M · 49 participants
APPLEGATE & THORNE-THOMSEN, P.C.
APPLEGATE & THORNE-THOMSEN, P. C. PROFIT SHARING PLAN
$36.2M · 76 participants
CARPENTER LIPPS LLP
CARPENTER LIPPS LLP 401(K) PROFIT SHARING PLAN
$36.2M · 50 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