Assets by plan
Share of aggregate retirement assets
61%top
Filings through .
Sponsor portfolio
The Conjugate Group, LLC
EIN 81-4472040management consultingLatest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
30
1344 MAIN ST. - WALTHAM, MA 02451781-790-8146conjugategroup.comLinkedIn51-200 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 30 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE CONJUGATE GROUP, LLC 401(K) PLAN
401(k)
Assets$1.3M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
THE CONJUGATE GROUP LLC CASH BALANCE PLAN
Cash balance
Assets$865K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE CONJUGATE GROUP, LLC 401(K) PLAN | 401(k) | $1.3M | 24 | 2025 | |
| 002 | THE CONJUGATE GROUP LLC CASH BALANCE PLAN | Cash balance | $865K | 6 | 2025 |
Retirement plans