Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $6.9M assets / 28 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
Self-funded
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CONLEY, GRIGGS, PARTIN, LLP 401K PROFIT SHARING PLAN | 401(k) | $3.7M | 19 | 2025 |
| #002 | CONLEY GRIGGS PARTIN CASH BALANCE PENSION PLAN | Cash balance | $3.2M | 9 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CONLEY GRIGGS PARTIN, LLP GCF BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |