How big is Conference Planning Associates, Inc.'s plan?

Conference Planning Associates, Inc.'s plan reported $1.2M in assets and 3 participants for 2025.

Original filing (PDF)20260430140045NAL0006426867001

Conference Planning Associates, Inc.

Name: Conference Planning Associates, Inc. — Conference, Form 5500 (2025)
Creator: Conference Planning Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Conference Planning Associates 401(k) Plan

401(k) retirement plan · Conference Planning Associates, Inc.'s Conference Planning Associates 401(k) Plan held $1.2M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Conference Planning Associates, Inc.'s EIN is 84-1598486.

EIN 84-1598486

Plan number 001

Plan year 2025

ACK ID 20260430140045NAL0006426867001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Conference Planning Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Conference Planning Associates, 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 CONFERENCE PLANNING ASSOCIATES, INC..

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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

Helping the score