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Original filing (PDF)20250910153828NAL0021292529001
CONFERENCE TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
CONFERENCE TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
881
Accounts w/ balance
938
Plan assets (EOY)
$40.6M
Net assets (EOY)
$40.6M
How this plan invests
This plan
2 pooled trusts
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 49 bps in Schedule C fees — 70% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONFERENCE TECHNOLOGIES, INC..
Plan sponsor
Name
CONFERENCE TECHNOLOGIES, INC.
EIN
43-1501713
Address
11653 ADIE ROAD · MARYLAND HEIGHTS, MO · 63043
Phone
(314) 993-1400
Industry
Information / Tech / Mediasee all
Plan administrator
Name
SBSF
EIN
27-3232902
City
DULUTH, GA
Phone
(212) 564-2464
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INCORPORATED | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $183K | — |
| ORENDA RETIREMENT LLC | 36-4877979 | — | CONTRACT ADMINISTRATOR | $17K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SBHU LIFE AGENCY | 13-2896328 | — | OTHER SERVICES | $0 | — |
| MORNINGSTAR INVESTMENT MGMT LLC | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
15 direct securities · 2 pooled funds· $45.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$37.9M
15 holdings
Pooled Separate Account
$7.0M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Life Insurance Company Fixed Income Guaranteed Option | — | — | — | $7.4M | 18.4% | |
| Parnassus Endeavor Fund | — | — | — | $4.5M | 11.1% | |
| Principal Life Insurance Company Large Cap S&P 500 Idx | — | — | — | $4.5M | 11.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $4.5M | 11.1% | |
| Similar Party Par, or Maturity Value Cost** Value Western Asset Cr Pls Bd IS Fd | — | — | — | $4.2M | 10.3% | |
| Calvert Equity R6 Fund | — | — | — | $3.5M | 8.6% | |
| PIMCO Real Return Instl Fund | — | — | — | $2.7M | 6.7% | |
| Legg Mason Institutional Clearbridge Intl Grth IS Fd | — | — | — | $2.6M | 6.4% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $2.5M | 6.3% | |
| American Century Emerging Markets | — | — | — | $1.8M | 4.4% | |
| T. Rowe Price International Discovery Institutional | — | — | — | $1.7M | 4.1% | |
| JP Morgan Undiscovered Managers Behavioral Value | — | — | — | $1.2M | 3.0% | |
| Allspring Global Investments Special Mid Cap Value | — | — | — | $1.1M | 2.8% | |
| Dreyfus Bnym Sm/Mid Cap Growth Y Fund | — | — | — | $963K | 2.4% | |
| Virtus Invs. Virtus Kar Sm Cap Grwth R6 Fd | — | — | — | $812K | 2.0% | |
| Participant Loans Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $781K | 1.9% | |
| Cohen & Steers Real Estate Securities | — | — | — | $175K | 0.4% |
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