Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Conway Investment Partners
EIN 33-2333397Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$281K assets
Welfare
0
Participants
14
10371 PRADO WOODS DRIVE - VILLA PARK, CA 92861714-394-9720
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $281K assets / 14 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CONWAY INVESTMENT PARTNERS CASH BALANCE PLAN
Cash balance
Assets$152K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CONWAY INVESTMENT PARTNERS 401(K) PLAN
401(k)
Assets$129K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CONWAY INVESTMENT PARTNERS CASH BALANCE PLAN | Cash balance | $152K | 5 | 2025 | |
| 001 | CONWAY INVESTMENT PARTNERS 401(K) PLAN | 401(k) | $129K | 9 | 2025 |
Retirement plans