How big is Conley and Partners' plan?

Conley and Partners' plan reported $582K in assets and 2 participants for 2024.

Original filing (PDF)20250917093603NAL0000155299001

Conley and Partners

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

Form 5500-SF

FILING_RECEIVED

Conley and Partners Cash Balance Plan

Defined-benefit pension plan · Conley and Partners' Conley and Partners Cash Balance Plan held $582K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$582K

Net assets (EOY)

$582K

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 002

Plan year 2024

ACK ID 20250917093603NAL0000155299001

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 a defined-benefit pension formula, a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score