Conley Partnership INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Conley Partnership INC.
  • Sponsor EIN: 814230194
  • Sponsor Address: 10484 EMELIA PLACE, PLAIN CITY, OH, 43064
  • Plan Type: DC
  • Total Participants: 15
  • Total Assets: $2.9M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202415$2.9M$0$0
202314$2.5M$0$0
202212$2.4M$0$0

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