How big is Conway and Partners LLC's plan?

Conway and Partners LLC's plan reported $88K in assets and 7 participants for 2023.

Original filing (PDF)20250224102426NAL0007215827001

Conway and Partners LLC

Name: Conway and Partners LLC — Conway and Partners 401(k), Form 5500 (2023)
Creator: Conway and Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Conway and Partners 401(k) Plan

401(k) retirement plan · Conway and Partners LLC's Conway and Partners 401(k) Plan held $88K in plan assets for 7 participants in 2023.

Signals · 1

Late filing · 3.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$88K

Net assets (EOY)

$88K

Plan identifiers

Conway and Partners LLC's EIN is 75-3058799.

EIN 75-3058799

Plan number 001

Plan year 2023

ACK ID 20250224102426NAL0007215827001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Conway and Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Conway and Partners LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONWAY AND PARTNERS LLC.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 3.3 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Helping the score