Conning & Company 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Conning & Company (EIN 061174588)
  • Plan Type: 401(k)
  • Total Participants: 370
  • Total Assets: $160.2M
  • Sponsor State: CT

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024370$160.2M$4.2M$5.6M
2023365$138.3M$1.8M$5.4M
2022355$118.7M$3.1M$5.2M

Service Providers

  • CLIFTONLARSONALLEN — Accountant / Independent Qualified Public Accountant ($13,800)

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