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Sponsor portfolio

CONLEY ROSE, P.C.

EIN 76-0332926-law practice-Latest filing 2025
Plans
2
Retirement
2
$45.5M assets
Welfare
0
Participants
129
777 NORTH ELDRIDGE PARKWAY, #600 - HOUSTON, TX 77079713-238-8000conleyrose.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$35.3M - 88 part#003401k-$10.2M - 41 part

Retirement portfolio analytics

2 plans aggregated / $45.5M assets / 129 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • PLAN FOR DIRECTORS (#001)78%
  • PLAN FOR ASSOCIATES (#003)22%
Total $45.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN FOR DIRECTORS (#001)88
  • PLAN FOR ASSOCIATES (#003)41
Total 129Click 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

CONLEY ROSE, P.C. SAVINGS & PROFIT SHARING PLAN FOR DIRECTORS

401k

Assets$35.3M
Participants88
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CONLEY ROSE, P.C. SAVINGS & PROFIT SHARING PLAN FOR ASSOCIATES

401k

Assets$10.2M
Participants41
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CONLEY ROSE, P.C. SAVINGS & PROFIT SHARING PLAN FOR DIRECTORS401k$35.3M882025
003CONLEY ROSE, P.C. SAVINGS & PROFIT SHARING PLAN FOR ASSOCIATES401k$10.2M412025
Retirement plans
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