How big is Conley Partnership Inc.'s plan?

Conley Partnership Inc.'s plan reported $13K in assets and 28 participants for 2024.

Original filing (PDF)20250507153634NAL0024354162001

Conley Partnership Inc.

Name: Conley Partnership Inc. — Conley Partnership Inc., Form 5500 (2024)
Creator: Conley Partnership Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Conley Partnership Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Conley Partnership Inc.'s Conley Partnership Inc. 401(k) Profit Sharing Plan & Trust held $13K in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13K

Net assets (EOY)

$13K

People on this filing

Edward Rojas signed Conley Partnership Inc.'s 2024 Form 5500 as plan administrator.

Edward Rojas — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Conley Partnership Inc.'s EIN is 81-4230194.

EIN 81-4230194

Plan number 002

Plan year 2024

ACK ID 20250507153634NAL0024354162001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Conley Partnership Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Conley Partnership Inc.'s plan includes profit-sharing, 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 CONLEY PARTNERSHIP INC.

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off