What public Form 5500 filings show about the The Connor Group, a Real Estate Investment Firm, LLC 401(k) plan — and how to find and check your own account.
The Connor Group, a Real Estate Investment Firm, LLC (EIN 31-1313904) reports THE CONNOR GROUP 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $18.6M in plan assets across 485 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 Connor Group, a Real Estate Investment Firm, LLC filing — schedules, fees, and providers.
The Connor Group, a Real Estate Investment Firm, LLC’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 Connor Group, a Real Estate Investment Firm, LLCHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HORAN SECURITIES, RETIREMENT PLAN, MATRIX.