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Sponsor portfolioTH

CONFERENCE USA

EIN 36-4021594-sports-Latest filing 2025
Plans
2
Retirement
2
$10.1M assets
Welfare
0
Participants
102
3100 OLYMPUS BLVD., STE. 400 - DALLAS, TX 75019214-774-1300conferenceusa.comLinkedIn11-50 employeessports
Plans on this EIN
2 filings
#001403b-$7.8M - 62 part#002ProfitSharing-$2.3M - 40 part

Retirement portfolio analytics

2 plans aggregated / $10.1M assets / 102 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • 403B RETIREMENT PLAN (#001)77%
  • 401A RETIREMENT PLAN (#002)23%
Total $10.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403B RETIREMENT PLAN (#001)62
  • 401A RETIREMENT PLAN (#002)40
Total 102Click 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#001

CONFERENCE USA 403B RETIREMENT PLAN

403b

Assets$7.8M
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CONFERENCE USA 401A RETIREMENT PLAN

ProfitSharing

Assets$2.3M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CONFERENCE USA 403B RETIREMENT PLAN403b$7.8M622025
002CONFERENCE USA 401A RETIREMENT PLANProfitSharing$2.3M402025
Retirement plans
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