How big is Conestoga Wealth Partners, LLC's plan?

Conestoga Wealth Partners, LLC's plan reported $4.2M in assets and 7 participants for 2024.

Original filing (PDF)20250613111522NAL0015634115001

Conestoga Wealth Partners, LLC

Name: Conestoga Wealth Partners, LLC — Conestoga Wealth, Form 5500 (2024)
Creator: Conestoga Wealth Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Conestoga Wealth Partners Retirement Plan

401(k) retirement plan · Conestoga Wealth Partners, LLC's Conestoga Wealth Partners Retirement Plan held $4.2M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

Andrew Thibeault signed Conestoga Wealth Partners, LLC's 2024 Form 5500 as plan administrator.

Andrew Thibeault — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Conestoga Wealth Partners, LLC's EIN is 45-2881145.

EIN 45-2881145

Plan number 001

Plan year 2024

ACK ID 20250613111522NAL0015634115001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Conestoga Wealth Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Conestoga Wealth Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONESTOGA WEALTH PARTNERS, LLC.

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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