What public Form 5500 filings show about the The Close Connection Ltd. 401(k) plan — and how to find and check your own account.
The Close Connection Ltd. (EIN 81-2418731) reports THE CLOSE CONNECTION 401(K) PLAN on its most recent Form 5500, with $429K in plan assets across 3 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full The Close Connection Ltd. filing — schedules, fees, and providers.
The Close Connection Ltd.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask The Close Connection Ltd.HR for the recordkeeper’s name and login.
