· 2022–2024 · DOL EFAST2

CONROY, CONROY & DURANT, P.A. — CONROY, CONROY & DURANT, P.A. 401(K) RETIREMENT PLAN, Form 5500 (2023) | Form 5500 Search

Original filing (PDF)20250501143307NAL0004736160001

CONROY, CONROY & DURANT, P.A.

Form 5500-SF

FILING_RECEIVED

CONROY, CONROY & DURANT, P.A. 401(K) RETIREMENT PLAN

401(k) retirement plan

Signals · 1

Late filing · 5.5 mo

Active participants

16

Accounts w/ balance

25

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan health score

Above-average plan

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

78

Total plan cost

n/a

Plan health

80

Vendor & structure

100

Knocking points off

Filed 5.5 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONROY, CONROY & DURANT, P.A..

Plan sponsor

Name

CONROY, CONROY & DURANT, P.A.

EIN

59-3750015

Address

2210 VANDERBILT BEACH RD STE 1201 · NAPLES, FL · 341098721

Phone

(239) 649-5200

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-05-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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