# Conley Rose, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/conley-rose-p-c-401k-plan-003

> Conley Rose, P.C.'s 401(k) plan: 18 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, HOUSTON, TX, 77079

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

- **Total Participants:** 18

- **Total Assets:** $8.7M

## 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|18|$8.7M|$172,397|$313,448|

| 2023|17|$7.8M|$169,157|$330,058|

| 2022|18|$6.9M|$175,657|$327,634|

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