Back to filter
Original filing (PDF)20251015144447NAL0002593667001
CONROY SIMBERG, P.A.
Form 5500
FILING_RECEIVED
CONROY SIMBERG 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
333
Accounts w/ balance
368
Plan assets (EOY)
$39.9M
Net assets (EOY)
$39.9M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONROY SIMBERG, P.A..
Plan sponsor
Name
CONROY SIMBERG, P.A.
EIN
59-1943544
Address
3440 HOLLYWOOD BLVD. · HOLLYWOOD, FL · 33021
Phone
(954) 518-1138
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $32K | — |
Investments
32 direct securities · 1 pooled fund· $42.2M(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
$39.6M
32 holdings
Common Collective Trust
$2.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AB Growth Adv Alliance Bernstein 0 | — | — | — | $5.5M | 13.7% | |
| (CL)BlackRock Total Return Fund BlackRock 0 | — | — | — | $4.1M | 10.2% | |
| iShares S&P 500 Index Instl iShares 0 | — | — | — | $4.0M | 10.2% | |
| GM MFS International Diversification A MFS 0 | — | — | — | $3.3M | 8.2% | |
| INVESCO STABLE VALUE RETIREMENT CL INVESCO · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $2.6M | 6.4% | |
| DWS Core Equity A DWS 0 | — | — | — | $2.5M | 6.3% | |
| Invesco Stable Value Retirement CL 5 Invesco 0 | — | — | — | $2.2M | 5.6% | |
| GM BlackRock Equity Dividend Inv A BlackRock 0 | — | — | — | $1.9M | 4.7% | |
| Voya MidCap Opportunities A Voya 0 | — | — | — | $1.8M | 4.5% | |
| GM AB Growth Adv Alliance Bernstein 0 | — | — | — | $1.8M | 4.5% | |
| BlackRock Equity Dividend Inv A BlackRock 0 | — | — | — | $1.6M | 3.9% | |
| American Funds Growth Fund of Amer R4 American Funds 0 | — | — | — | $1.5M | 3.7% | |
| Virtus NFJ Mid-Cap Value A Virtus 0 | — | — | — | $1.2M | 3.1% | |
| GM Columbia Small Cap Index A Columbia 0 | — | — | — | $938K | 2.4% | |
| GM Virtus NFJ Mid-Cap Value A Virtus 0 | — | — | — | $923K | 2.3% | |
| BlackRock Balanced A BlackRock 0 | — | — | — | $874K | 2.2% | |
| GM AB Discovery Growth Adv Alliance Bernstein 0 | — | — | — | $793K | 2.0% | |
| ClearBridge Intl Value A Legg Mason 0 | — | — | — | $699K | 1.8% | |
| MFS International Diversification A MFS 0 | — | — | — | $628K | 1.6% | |
| BlackRock Total Return Fund A BlackRock 0 | — | — | — | $580K | 1.5% | |
| iShares U.S. Aggregate Bond Index K iShares 0 | — | — | — | $495K | 1.2% | |
| AB Discovery Growth Adv Alliance Bernstein 0 | — | — | — | $475K | 1.2% | |
| MFS Total Return A MFS 0 | — | — | — | $412K | 1.0% | |
| GM Invesco Stable Value Retirement CL 5 Invesco 0 | — | — | — | $321K | 0.8% | |
| Invesco Global Allocation A Invesco 0 | — | — | — | $287K | 0.7% | |
| Voya GNMA Income A Voya 0 | — | — | — | $268K | 0.7% | |
| iShares MSCI EAFE Intl Index K iShares 0 | — | — | — | $182K | 0.5% | |
| American Funds Trgt Date Ret 2035 R6 American Funds 0 686 American Funds Trgt Date Ret 2040 R6 American Funds 0 | — | — | — | $147K | 0.4% | |
| American Funds Trgt Date Ret 2030 R6 American Funds 0 | — | — | — | $129K | 0.3% | |
| Columbia Small Cap Index A Columbia 0 | — | — | — | $62K | 0.2% | |
| American Funds Trgt Date Ret 2050 R6 American Funds 0 | — | — | — | $30K | <0.1% | |
| iShares Russell Mid-Cap Index K iShares 0 | — | — | — | $18K | <0.1% | |
| American Funds Trgt Date Ret 2045 R6 American Funds 0 | — | — | — | $4K | <0.1% |
Related plans
Other plans using ASCENSUS LLC
SUTTER MEDICAL GROUP, INC.
SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN
$1.0B · 1,247 participants
MUTUAL OF OMAHA INSURANCE COMPANY
MUTUAL OF OMAHA 401K RETIREMENT SAVINGS PLAN
$1.0B · 6,050 participants
NORTHEAST GEORGIA HEALTH SYSTEM, INC.
NORTHEAST GEORGIA HEALTH SYSTEM, INC. 401(K) RETIREMENT SAVINGS PLAN
$847.5M · 11,682 participants
GREYSTAR MANAGEMENT SERVICES, LLC.
GREYSTAR 401(K) PLAN
$757.4M · 20,689 participants
MUTUAL OF OMAHA INSURANCE COMPANY
MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN
$515.9M · 305 participants
DAVENPORT & COMPANY LLC
DAVENPORT & COMPANY LLC PROFIT SHARING PLAN
$416.4M · 510 participants
Similar-size Law Offices plans
DENTONS COHEN & GRIGSBY P.C.
DENTONS COHEN & GRIGSBY P.C. 401(K) PLAN
$39.9M · 194 participants
DOERNER SAUNDERS DANIEL & ANDERSON, LLP
DOERNER, SAUNDERS, DANIEL & ANDERSON, LLP RETIREMENT PLAN
$39.8M · 62 participants
ROGERS TOWERS, P.A.
ROGERS TOWERS 401(K) PLAN
$40.0M · 127 participants
FREEMAN MATHIS & GARY, LLP
FREEMAN MATHIS & GARY, LLP PARTNER/STAFF RETIREMENT SAVINGS PLAN
$40.0M · 399 participants
DICKINSON, MACKAMAN, TYLER & HAGEN, P.C.
DICKINSON, BRADSHAW LAW FIRM RETIREMENT PLAN
$39.8M · 84 participants
WOOD, SMITH, HENNING, & BERMAN LLP
WOOD, SMITH, HENNING & BERMAN LLP ATTORNEYS & STAFF 401(K) PLAN AND TRUST
$40.0M · 546 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants