Assets by plan
Share of aggregate retirement assets
- PROFIT SHARING PLAN (#001)$103.2M
Filings through .
Conrad M. Siegel, Inc.
EIN 23-1669823financial servicesLatest filing 2025
Plans
3
Retirement
2
$107.3M assets
Health & Benefits
1
$1.6M premiums
Participants
639
501 CORPORATE CIRCLE, P.O. BOX 5900 - HARRISBURG, PA 17110717-652-5633conradsiegel.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $107.3M assets / 514 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- T ROWE PRICE RPS INC$103.2M
- (Not disclosed)$4.1M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.6M premiums / 125 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Prescription drug$1.4M
- Life$65K
- Long-term disability$65K
- Other$65K
- Dental$58K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CONRAD SIEGEL 401(K) PROFIT SHARING PLAN
401(k)
Assets$103.2M
Participants176
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#201
CENTRAL PA 401(K), BY CONRAD SIEGEL
401(k)
Assets$4.1M
Participants338
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
CONRAD SIEGEL WELFARE BENEFIT PLAN
Fully insured - UPMC HEALTH OPTIONS
Premiums$1.6M
Covered lives125
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CONRAD SIEGEL 401(K) PROFIT SHARING PLAN | 401(k) | $103.2M | 176 | 2025 |
| #201 | CENTRAL PA 401(K), BY CONRAD SIEGEL | 401(k) | $4.1M | 338 | 2025 |
- #001 · 401(k) · 2025176
- #201 · 401(k) · 2025338
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | CONRAD SIEGEL WELFARE BENEFIT PLAN | Fully insured | UPMC HEALTH OPTIONS | $1.6M | 125 | 2025 |
- #502 · Fully insured · UPMC HEALTH OPTIONS · 2025125
Retirement plans
Health & Benefits plans