Original filing (PDF)20251222134606NAL0022149202001

CONFERENCE USA

Name: CONFERENCE USA — CONFERENCE USA 403B RETIREMENT PLAN, Form 5500 (2024)
Creator: CONFERENCE USA

Form 5500-SF

FILING_RECEIVED

CONFERENCE USA 403B RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.8M

Net assets (EOY)

$7.8M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONFERENCE USA.

Plan sponsor

Name

CONFERENCE USA

EIN

36-4021594

Address

3100 OLYMPUS BLVD., STE. 400 · DALLAS, TX · 75019

Phone

(214) 774-1300

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-12-22

Pension benefit codes

2L · 403(b)(1) annuity

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

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