How big is Conte Financial Services, Ltd.'s plan?

Conte Financial Services, Ltd.'s plan reported $165K in assets and 1 participants for 2024.

Original filing (PDF)20250930073242NAL0011995585001

Conte Financial Services, Ltd.

Name: Conte Financial Services, Ltd. — Conte Financial, Form 5500 (2024)
Creator: Conte Financial Services, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Conte Financial Services, Ltd. 401(k) Profit Sharing Plan

401(k) retirement plan · Conte Financial Services, Ltd.'s Conte Financial Services, Ltd. 401(k) Profit Sharing Plan held $165K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$165K

Net assets (EOY)

$165K

Plan identifiers

Conte Financial Services, Ltd.'s EIN is 34-1883399.

EIN 34-1883399

Plan number 001

Plan year 2024

ACK ID 20250930073242NAL0011995585001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Conte Financial Services, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Conte Financial Services, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONTE FINANCIAL SERVICES, LTD..

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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