Plan Snapshot
- Plan Sponsor: Porter Wright Morris & Arthur LLP
- Sponsor EIN: 314373657
- Sponsor Address: 41 SOUTH HIGH STREET, COLUMBUS, OH, 43215
- Plan Type: 401(k)
- Plan Number: 006
- Total Participants: 0
- Total Assets: $220.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $220.1M | $0 | $0 |
| 2023 | 0 | $204.7M | $0 | $0 |
| 2022 | 0 | $179.0M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CORIENT | Investment Advisor | $35,845 | — | $35,845 |
| BHM CPAS | Auditor | $19,500 | — | $19,500 |
| WEALTHCARE CAPITAL MANAGEMENT | Auditor | $16,549 | — | $16,549 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,894
- Estimated Expense Ratio: 0.033% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $56,090 | $52,394 | — | $19,500 | — |
| 2023 | $56,595 | — | — | $21,400 | — |
| 2022 | $47,915 | — | — | — | $16,800 |