Assets by plan
Share of aggregate retirement assets
Filings through .
Conley Rose, P.C.
EIN 76-0332926law practiceLatest filing 2025
Plans
2
Retirement
2
$45.5M assets
Health & Benefits
0
Participants
129
777 NORTH ELDRIDGE PARKWAY, #600 - HOUSTON, TX 77079713-238-8000conleyrose.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $45.5M assets / 129 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CONLEY ROSE, P.C. SAVINGS & PROFIT SHARING PLAN FOR DIRECTORS
401(k)
Assets$35.3M
Participants88
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
CONLEY ROSE, P.C. SAVINGS & PROFIT SHARING PLAN FOR ASSOCIATES
401(k)
Assets$10.2M
Participants41
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CONLEY ROSE, P.C. SAVINGS & PROFIT SHARING PLAN FOR DIRECTORS | 401(k) | $35.3M | 88 | 2025 |
| #003 | CONLEY ROSE, P.C. SAVINGS & PROFIT SHARING PLAN FOR ASSOCIATES | 401(k) | $10.2M | 41 | 2025 |
- #001 · 401(k) · 202588
- #003 · 401(k) · 202541
Retirement plans