# Conley Rose, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/conley-rose-p-c-401k-plan-001

> Conley Rose, P.C.'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 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|

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