· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CONLEY GRIGGS PARTIN, LLP — CONLEY GRIGGS PARTIN CASH BALANCE PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251007144724NAL0004922673001
CONLEY GRIGGS PARTIN, LLP
Form 5500-SF
FILING_RECEIVED
CONLEY GRIGGS PARTIN CASH BALANCE PENSION PLAN
Defined-benefit pension plan
Active participants
6
Accounts w/ balance
—
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CONLEY GRIGGS PARTIN, LLP
.
Find decision makers
Plan sponsor
Name
CONLEY GRIGGS PARTIN, LLP
EIN
05-0596904
Address
4200 NORTHSIDE PKWY. NW, BLDG. 1 · SUITE 300 · ATLANTA, GA · 30327
Phone
(404) 809-2586
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
1C · Cash balance or similar hybrid DB
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
DEMAS LAW GROUP
DEMAS LAW GROUP 401(K) PLAN
$2.3M · 23 participants
PACIFIC TRIAL ATTORNEYS
PACIFIC TRIAL ATTORNEYS 401K PLAN
$2.3M · 12 participants
JOSHUA M. AMBUSH, LLC
JOSHUA M. AMBUSH, LLC CASH BALANCE PLAN
$2.3M · 4 participants
WILSHIRE LAW FIRM, PLC
WILSHIRE LAW FIRM 401(K) PLAN
$2.3M · 435 participants
CHALGIAN & TRIPP LAW OFFICES, PLLC
CHALGIAN & TRIPP LAW OFFICES PLLC EE 401(K) PLAN
$2.3M · 43 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
MCCASLIN, IMBUS, & MCCASLIN, LPA
MCCASLIN, IMBUS, & MCCASLIN, LPA PROFIT SHARING 401(K) PLAN
$2.3M · 18 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants
