· 2022–2024 · DOL EFAST2

Dr. Scott Conroy, Limited — Conroy and Associates, Form 5500 (2025)

Original filing (PDF)20260428221416NAL0015774208058

Dr. Scott Conroy, Limited

Form 5500-SF

FILING_RECEIVED

Conroy and Associates 401(k) Plan

401(k) retirement plan · Dr. Scott Conroy, Limited's Conroy and Associates 401(k) Plan held $281K in plan assets for 11 participants in 2025.

Active participants

11

Accounts w/ balance

12

Plan assets (EOY)

$281K

Net assets (EOY)

$281K

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

73

Vendor & structure

100

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 DR. SCOTT CONROY, LIMITED.

Plan sponsor

Name

DR. SCOTT CONROY, LIMITED

EIN

76-0566762all filings

Address

5854 EASTEX FWY · STE B · BEAUMONT, TX · 77708

Phone

(409) 899-1177

Industry

Health Care & Social Assistance

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-28

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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