How big is Conifer Research, LLC's plan?

Conifer Research, LLC's plan reported $2.6M in assets and 13 participants for 2024.

Original filing (PDF)20250723100556NAL0001910499001

Conifer Research, LLC

Name: Conifer Research, LLC — Conifer Research Retirement, Form 5500 (2024)
Creator: Conifer Research, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Conifer Research Retirement Plan

401(k) retirement plan · Conifer Research, LLC's Conifer Research Retirement Plan held $2.6M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Conifer Research, LLC's EIN is 01-0572379.

EIN 01-0572379

Plan number 001

Plan year 2024

ACK ID 20250723100556NAL0001910499001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Conifer Research, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Conifer Research, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

CONIFER RESEARCH, LLC

EIN

all filings

Address

24 E WASHINGTON STREET · SUITE 875 · CHICAGO, IL · 60602

Phone

(312) 212-1740

Industry

Professional & Technical Services

Plan administrator