How big is Conference Planning Resources' plan?

Conference Planning Resources' plan reported $351K in assets and 3 participants for 2024.

Original filing (PDF)20250430113539NAL0002753152001

Conference Planning Resources

Name: Conference Planning Resources — Conference Planning, Form 5500 (2024)
Creator: Conference Planning Resources
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Conference Planning Resources 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Conference Planning Resources' Conference Planning Resources 401(k) Profit Sharing Plan & Trust held $351K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$351K

Net assets (EOY)

$351K

People on this filing

Jeffrey Berger signed Conference Planning Resources' 2024 Form 5500 as plan administrator.

Jeffrey Berger — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Conference Planning Resources' EIN is 01-0895927.

EIN 01-0895927

Plan number 001

Plan year 2024

ACK ID 20250430113539NAL0002753152001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Conference Planning Resources from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Conference Planning Resources' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONFERENCE PLANNING RESOURCES.

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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