How big is Conceptual Analytics, LLC's plan?

Conceptual Analytics, LLC's plan reported $4.2M in assets and 7 participants for 2025.

Original filing (PDF)20260314195719NAL0009922464001

Conceptual Analytics, LLC

Name: Conceptual Analytics, LLC — Conceptual Analytics, Form 5500 (2025)
Creator: Conceptual Analytics, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Conceptual Analytics, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Conceptual Analytics, LLC's Conceptual Analytics, LLC 401(k) Profit Sharing Plan held $4.2M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan identifiers

Conceptual Analytics, LLC's EIN is 52-2257097.

EIN 52-2257097

Plan number 001

Plan year 2025

ACK ID 20260314195719NAL0009922464001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Conceptual Analytics, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Conceptual Analytics, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONCEPTUAL ANALYTICS, 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