# Porter Wright Morris &amp; Arthur LLP 401(k) Plan
Source: https://planprovider.pro/companies/porter-wright-morris-arthur-llp-401k-plan-002

> Porter Wright Morris &amp; Arthur LLP&#39;s 401(k) plan: 284 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **Total Participants:** 284

- **Total Assets:** $48.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|284|$48.8M|$885,293|$1.3M|

| 2023|287|$49.2M|$810,329|$1.3M|

| 2022|287|$43.7M|$849,475|$1.4M|

## 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|

| BALESTRA, HARR & SCHERER, CPAS, INC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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