How big is Conley and Partners' plan?

Conley and Partners' plan reported $100K in assets and 2 participants for 2024.

Original filing (PDF)20250509150954NAL0030190786001

Conley and Partners

Name: Conley and Partners — Conley and Partners 401(k), Form 5500 (2024)
Creator: Conley and Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Conley and Partners 401(k) Plan

Defined-contribution retirement plan · Conley and Partners' Conley and Partners 401(k) Plan held $100K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$100K

Net assets (EOY)

$100K

People on this filing

AMY Conley signed Conley and Partners' 2024 Form 5500 as plan administrator.

AMY Conley — 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

Conley and Partners' EIN is 20-5062103.

EIN 20-5062103

Plan number 001

Plan year 2024

ACK ID 20250509150954NAL0030190786001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Conley and Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Conley and Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONLEY AND PARTNERS.

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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