How big is J Barre Conley, LLC's plan?

J Barre Conley, LLC's plan reported $149K in assets and 4 participants for 2024.

Original filing (PDF)20250620080248NAL0003706401001

J Barre Conley, LLC

Name: J Barre Conley, LLC — J Barre Conley, LLC 401(k), Form 5500 (2024)
Creator: J Barre Conley, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J Barre Conley, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · J Barre Conley, LLC's J Barre Conley, LLC 401(k) Profit Sharing Plan held $149K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$149K

Net assets (EOY)

$149K

Plan identifiers

J Barre Conley, LLC's EIN is 73-1493579.

EIN 73-1493579

Plan number 001

Plan year 2024

ACK ID 20250620080248NAL0003706401001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J Barre Conley, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J Barre Conley, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

Knocking points off