How big is Tolleson Conratt Nielsen Maher's plan?

Tolleson Conratt Nielsen Maher's plan reported $2.3M in assets and 7 participants for 2024.

Original filing (PDF)20250625114757NAL0019289954001

Tolleson Conratt Nielsen Maher

Name: Tolleson Conratt Nielsen Maher — Tolleson Conratt, Form 5500 (2024)
Creator: Tolleson Conratt Nielsen Maher
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tolleson Conratt Nielsen Maher Replogle LLP, 401(k) PSP

401(k) retirement plan · Tolleson Conratt Nielsen Maher's Tolleson Conratt Nielsen Maher Replogle LLP, 401(k) PSP held $2.3M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Frank R Thomas signed Tolleson Conratt Nielsen Maher's 2024 Form 5500 as plan administrator.

Frank R Thomas — 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

Tolleson Conratt Nielsen Maher's EIN is 93-1003622.

EIN 93-1003622

Plan number 001

Plan year 2024

ACK ID 20250625114757NAL0019289954001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tolleson Conratt Nielsen Maher from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tolleson Conratt Nielsen Maher's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TOLLESON CONRATT NIELSEN MAHER.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

TOLLESON CONRATT NIELSEN MAHER

EIN

all filings

Address

7190 SW FIR LOOP STE 200 · TIGARD, OR · 97223

Phone

(503) 372-5020

Industry

Law Offices· Professional & Technical Services

Plan administrator