Original filing (PDF)20250926083829NAL0009921280001

CONFERENCE SOURCE, LLC

Name: CONFERENCE SOURCE, LLC — CONFERENCE SOURCE CASH BALANCE PLAN, Form 5500 (2024)
Creator: CONFERENCE SOURCE, LLC

Form 5500-SF

FILING_RECEIVED

CONFERENCE SOURCE CASH BALANCE PLAN

Defined-benefit pension 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 CONFERENCE SOURCE, LLC.

Plan sponsor

Name

CONFERENCE SOURCE, LLC

EIN

47-0938189

Address

7935 W. 14TH AVE. UNIT B · LAKEWOOD, CO · 80214

Phone

(303) 913-8570

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-26

Pension benefit codes

1C · Cash balance or similar hybrid DB

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Admin Support & Waste Mgmt plans

TRAVEL BY PATHFINDERS, INC. 401(K) PLAN

$1.2M · 3 participants

INSIDE TRAVEL GROUP LTD.

INSIDE TRAVEL GROUP LTD 401K PLAN

$1.2M · 40 participants

MLR HOLDINGS, INC.

MLR HOLDINGS CORP. 401(K) PROFIT SHARING PLAN AND TRUST

$1.2M · 8 participants

CALHOUN, LLC

CALHOUN, LLC 401(K) PLAN

$1.2M · 13 participants

HOTEL REVENUE MANAGEMENT, INC.

HOTEL REVENUE MANAGEMENT, INC. CASH BALANCE PLAN