Assets by plan
Share of aggregate retirement assets
100%top
Share of aggregate retirement assets
Active + retired + deferred vested
ProfitSharing
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CONLEY PARTNERSHIP INC. RETIREMENT PLAN | ProfitSharing | $3.1M | 14 | 2025 | |
| 002 | CONLEY PARTNERSHIP INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $13K | 28 | 2024 |