How big is Conlon and Associates, LLC's plan?

Conlon and Associates, LLC's plan reported $735K in assets and 2 participants for 2024.

Original filing (PDF)20251014142627NAL0001500051001

Conlon and Associates, LLC

Name: Conlon and Associates, LLC — Meredith Conlon, Form 5500 (2024)
Creator: Conlon and Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Meredith Conlon Individual 401(k)

401(k) retirement plan · Conlon and Associates, LLC's Meredith Conlon Individual 401(k) held $735K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$735K

Net assets (EOY)

$735K

Plan identifiers

Conlon and Associates, LLC's EIN is 26-0595660.

EIN 26-0595660

Plan number 001

Plan year 2024

ACK ID 20251014142627NAL0001500051001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Conlon and Associates, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off