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Sponsor portfolio

CONLEY AND PARTNERS

EIN 20-5062103-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
2
$909K assets
Welfare
0
Participants
4
2226 BRYDEN ROAD - COLUMBUS, OH 43209614-792-7500
Plans on this EIN
2 filings
#002CashBalance-$761K - 2 part#001ProfitSharing-$147K - 2 part

Retirement portfolio analytics

2 plans aggregated / $909K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • CASH BALANCE PLAN (#002)84%
  • AND PARTNERS 401(K) (#001)16%
Total $909KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)2
  • AND PARTNERS 401(K) (#001)2
Total 4Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CONLEY AND PARTNERS CASH BALANCE PLAN

CashBalance

Assets$761K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CONLEY AND PARTNERS 401(K) PLAN

ProfitSharing

Assets$147K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CONLEY AND PARTNERS CASH BALANCE PLANCashBalance$761K22025
001CONLEY AND PARTNERS 401(K) PLANProfitSharing$147K22025
Retirement plans
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