Original filing (PDF)20250224102426NAL0007215827001

CONWAY AND PARTNERS LLC

Name: CONWAY AND PARTNERS LLC — CONWAY AND PARTNERS 401(K) PLAN, Form 5500 (2023)
Creator: CONWAY AND PARTNERS LLC

Form 5500-SF

FILING_RECEIVED

CONWAY AND PARTNERS 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 3.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$88K

Net assets (EOY)

$88K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONWAY AND PARTNERS LLC.

Plan sponsor

Name

CONWAY AND PARTNERS LLC

EIN

75-3058799

Address

7261 NE 4TH AVENUE, UNIT 101 · MIAMI, FL · 33138

Phone

(305) 777-1850

Industry

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

2025-02-24

Pension benefit codes

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)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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