Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CONLEY ROSE, P.C. SAVINGS & PROFIT SHARING PLAN FOR DIRECTORS | 401k | $35.3M | 88 | 2025 | |
| 003 | CONLEY ROSE, P.C. SAVINGS & PROFIT SHARING PLAN FOR ASSOCIATES | 401k | $10.2M | 41 | 2025 |