How big is Conference USA's plan?

Conference USA's plan reported $2.3M in assets and 23 participants for 2024.

Original filing (PDF)20251222134121NAL0010177009001

Conference USA

Name: Conference USA — Conference USA 401A Retirement Plan, Form 5500 (2024)
Creator: Conference USA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Conference USA 401A Retirement Plan

Defined-contribution retirement plan · Conference USA's Conference USA 401A Retirement Plan held $2.3M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Conference USA's EIN is 36-4021594.

EIN 36-4021594

Plan number 002

Plan year 2024

ACK ID 20251222134121NAL0010177009001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Conference USA's plan includes profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

CONFERENCE USA

EIN

all filings

Address

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

Phone

(214) 774-1300

Industry

Educational Services

Plan administrator