Original filing (PDF)20251211140915NAL0007433458001

CONN MANAGEMENT CO., INC.

Name: CONN MANAGEMENT CO., INC. — CONN MANAGEMENT CO., INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CONN MANAGEMENT CO., INC.

Form 5500-SF

FILING_RECEIVED

CONN MANAGEMENT CO., INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 CONN MANAGEMENT CO., INC..

Plan sponsor

Name

CONN MANAGEMENT CO., INC.

EIN

39-1903294

Address

W225 S4885 GUTHRIE RD · WAUKESHA, WI · 53189

Phone

(608) 635-3550

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-08-01

Tax period

2025-07-31

Filed

2025-12-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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