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  1. Companies/
  2. Conley Wealth Planning and Consulting, Inc.

Filings through Oct 24, 2026.

Conley Wealth Planning and Consulting, Inc.

EIN 47-0964520-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$145K assets
Health & Benefits
0
Participants
1
3997 ST RT 522 - WHEELERSBURG, OH 45694740-353-2219
Plans on this EIN
1 filing
#001401(k)-$145K - 1 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

CONLEY WEALTH PLANNING & CONSULTING RETIREMENT PLAN

401(k)

Assets$145K
Participants1
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CONLEY WEALTH PLANNING & CONSULTING RETIREMENT PLAN401(k)$145K12025
  • CONLEY WEALTH PLANNING & CONSULTING RETIREMENT PLAN$145K
    #001 · 401(k) · 20251
Retirement plans
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