Plan Snapshot
- Plan Sponsor: Conley Rose, P.C.
- Sponsor EIN: 760332926
- Sponsor Address: 777 NORTH ELDRIDGE PARKWAY, #600, HOUSTON, TX, 77079
- Plan Type: 401(k)
- Total Participants: 78
- Total Assets: $29.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | $29.8M | $666,917 | $751,594 |
| 2023 | 64 | $23.9M | $601,625 | $545,090 |
| 2022 | 62 | $18.6M | $621,837 | $546,078 |