PORTER WRIGHT MORRIS & ARTHUR LLP
13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7+1 YoYRank #1723 of mapped providers
Assets under administration$14.8B0.0%Market share · rank #889
Fees received$215,319Median $12,268/planSum across Schedule C direct + indirect
Net wins YoY+11 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical PORTER WRIGHT MORRIS & ARTHUR LLP plan look like?
Service mix · median fees per plan
Count of plans where PORTER WRIGHT MORRIS & ARTHUR LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 6 | $11,048 | |
Employee (plan)Code 30 | 1 | $92,205 |
Competitor overlap
Percent of PORTER WRIGHT MORRIS & ARTHUR LLP's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under PORTER WRIGHT MORRIS & ARTHUR LLP.
| Sponsor | From | Assets |
|---|---|---|
NISOURCE INC.IN · 352108964-001 | ALIGHT SOLUTIONS LLC | $334M |
Plans lost in 2024
Appeared last year under PORTER WRIGHT MORRIS & ARTHUR LLP; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUNDVA · 526112463-001 | $8.9B | 152,375 | $92,205 | 2y | - |
AMERICAN ELECTRIC POWER SERVICE CORPORATIONOH · 134922641-001 | $4.1B | 32,548 | $12,268 | 2y | - |
NORTHERN INDIANA PUBLIC SERVICE COMPANYIN · 350552990-001 | $1.0B | 6,549 | $61,634 | 4y | - |
NISOURCE INC.IN · 352108964-001 | $334M | 2,791 | $9,828 | 3y | - |
WHITE CASTLE SYSTEM, INC.OH · 314340520-001 | $176M | 4,819 | $4,091 | 6y | - |
WHITE CASTLE SYSTEM, INC.OH · 314340520-002 | $168M | 3,951 | $26,467 | 6y | - |
SCHOTTENSTEIN STORES CORP.OH · 310820773-334 | $163M | 5,141 | $8,826 | 2y | 1 |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (13)
Raw Schedule C names collapsed into PORTER WRIGHT MORRIS & ARTHUR LLP.
- PORTER KEADLE MOORE
- PORTER POWELL
- PORTER WRIGHT
- PORTER WRIGHT MORRIS & ARTHUR
- PORTER WRIGHT MORRIS & ARTHUR LLP
- PORTER WRIGHT MORRIS & ARTHUR, LLP
- PORTER WRIGHT MORRIS AND ARTHU
- PORTER WRIGHT MORRIS AND ARTHUR LLP
- PORTER WRIGHT MORRIS AND AUTHOR LLP
- PORTER, WRIGHT, MORRIS & ARTHUR
- PORTER, WRIGHT, MORRIS & ARTHUR LLP
- PORTER, WRIGHT, MORRIS AND ARTHUR
- PORTER, WRIGHT, MORRIS, AND ARTHUR
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for PORTER WRIGHT MORRIS & ARTHUR LLP's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 14.29% | 1.76% | +12.53 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with PORTER WRIGHT MORRIS & ARTHUR LLP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent