Original filing (PDF)20250407120351NAL0025303280001

CONLEY & ASSOCIATES INC

Name: CONLEY & ASSOCIATES INC — CONLEY & ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: CONLEY & ASSOCIATES INC

Form 5500-SF

FILING_RECEIVED

CONLEY & ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$180K

Net assets (EOY)

$180K

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 (90th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CONLEY & ASSOCIATES INC

EIN

43-1461116all filings

Address

930 KEHRS MILL RD STE 319 · BALLWIN, MO · 630112403

Phone

(636) 779-2903

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