# Conley Publishing Group, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/conley-publishing-group-ltd-401k-plan

> Conley Publishing Group, Ltd.'s 401(k) plan: 78 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Conley Publishing Group, Ltd.

- **Sponsor EIN:** 391486867

- **Sponsor Address:** 115 MONROE STREET, BEAVER DAM, WI, 53916

- **Plan Type:** 401(k)

- **Total Participants:** 78

- **Total Assets:** $8.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|78|$8.4M|$0|$201,400|

| 2023|88|$7.5M|$0|$214,697|

| 2022|88|$7.3M|$0|$219,663|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MBE CPAS, LLP|Independent Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MBE CPAS, LLP](https://planprovider.pro/provider/mbe-cpas-llp) — Independent Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|—|—|—|—|—|

| 2023|$36,915|—|$36,915|—|—|

| 2022|$39,425|—|—|—|$39,425|

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