How big is David Conner & Associates, Inc.'s plan?

David Conner & Associates, Inc.'s plan reported $368K in assets and 3 participants for 2024.

Original filing (PDF)20250915130440NAL0003025522001

David Conner & Associates, Inc.

Name: David Conner & Associates, Inc. — David Conner &, Form 5500 (2024)
Creator: David Conner & Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David Conner & Associates, Inc. 401(k) Plan

401(k) retirement plan · David Conner & Associates, Inc.'s David Conner & Associates, Inc. 401(k) Plan held $368K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$368K

Net assets (EOY)

$368K

People on this filing

Cynthia Conner signed David Conner & Associates, Inc.'s 2024 Form 5500 as plan administrator.

Cynthia Conner — Plan Administrator — Form 5500 signer
David Conner — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

David Conner & Associates, Inc.'s EIN is 59-3421586.

EIN 59-3421586

Plan number 001

Plan year 2024

ACK ID 20250915130440NAL0003025522001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David Conner & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David Conner & Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID CONNER & ASSOCIATES, INC..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

DAVID CONNER & ASSOCIATES, INC.

EIN

all filings

Address

14502 NORTH DALE MABRY HWY STE 308 · TAMPA, FL · 33618

Phone

(813) 258-1997

Industry

Professional & Technical Services

Plan administrator