Connelly Wealth Management, LLC (EIN 87-3157028) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $2.3M in plan assets and 6 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Connelly Wealth Management, LLC Cash Balance Plan | 001 | 3 | $1.8M |
| Connelly Wealth Management, LLC 401(k) Plan | 002 | 3 | $440K |
87-3157028 is the Employer Identification Number (EIN) Connelly Wealth Management, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Missouri EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
