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Original filing (PDF)20251014155208NAL0003208625001
PC CONNECTION, INC.
Form 5500
FILING_RECEIVED
CONNECTION EMPLOYEE 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
2,596
Accounts w/ balance
3,144
Plan assets (EOY)
$438.8M
Net assets (EOY)
$438.8M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PC CONNECTION, INC..
Plan sponsor
Name
PC CONNECTION, INC.
EIN
02-0513618
Address
730 MILFORD ROAD · ROUTE 101A · MERRIMACK, NH · 03054
Phone
(603) 683-2000
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BDMP ASSURANCE,LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$174K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $103K | — |
| CAPTRUST FINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISOR | $17K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BERRY DUNN MCNEIL & PARKER, LLC | 01-0523282 | — | ACCOUNTANT/AUDITOR | $10K | — |
Investments
31 direct securities · 1 pooled fund· $444.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$433.3M
31 holdings
Common Collective Trust
$11.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Contrafund K6 Mutual fund | — | — | — | $68.0M | 15.5% | |
| Fidelity 500 Index Mutual fund | — | — | — | $43.0M | 9.8% | |
| Fidelity Freedom 2030 Mutual fund | — | — | — | $35.7M | 8.1% | |
| Fidelity Freedom 2035 Mutual fund | — | — | — | $31.3M | 7.1% | |
| Fidelity Freedom 2045 Mutual fund | — | — | — | $21.6M | 4.9% | |
| Fidelity Freedom 2040 Mutual fund | — | — | — | $20.5M | 4.7% | |
| Fidelity Brokerage-Link Accounts Fidelity Brokerage-Link Accounts | — | — | — | $17.8M | 4.1% | |
| T. Rowe Price Dividend Growth Mutual fund | — | — | — | $17.7M | 4.0% | |
| Fidelity Freedom 2050 Mutual fund | — | — | — | $17.4M | 4.0% | |
| Fidelity Freedom 2025 Mutual fund | — | — | — | $16.0M | 3.7% | |
| Fidelity Low Priced Stock K Mutual fund | — | — | — | $14.3M | 3.2% | |
| Fidelity Mid Cap Index Mutual fund | — | — | — | $13.5M | 3.1% | |
| Dodge & Cox International Stock Mutual fund | — | — | — | $13.1M | 3.0% | |
| JPMorgan Equity Income R6 Mutual fund | — | — | — | $12.6M | 2.9% | |
| Fidelity Total Bond K6 Mutual fund | — | — | — | $12.3M | 2.8% | |
| American Funds Capital World Growth and Income Mutual fund | — | — | — | $11.7M | 2.7% | |
| Fidelity Managed Income Portfolio Common collective trust | — | — | — | $11.5M | 2.6% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $11.5M | 2.6% | |
| Aberdeen Small Cap Institution Mutual fund | — | — | — | $9.9M | 2.3% | |
| Fidelity Freedom 2055 Mutual fund | — | — | — | $9.7M | 2.2% | |
| Fidelity Freedom 2020 Mutual fund | — | — | — | $7.2M | 1.6% | |
| Fidelity Freedom 2060 Mutual fund | — | — | — | $5.6M | 1.3% | |
| Fidelity US Bond Index Mutual fund | — | — | — | $5.5M | 1.2% | |
| Fidelity International Index Mutual fund | — | — | — | $4.8M | 1.1% | |
| Vanguard Selected Value Mutual fund | — | — | — | $3.5M | 0.8% | |
| Fidelity Small Cap Index Mutual fund | — | — | — | $3.1M | 0.7% | |
| Fidelity Freedom 2010 Mutual fund | — | — | — | $2.1M | 0.5% | |
| Fidelity Freedom 2065 Mutual fund | — | — | — | $1.7M | 0.4% | |
| Fidelity Freedom Income K Mutual fund | — | — | — | $1.2M | 0.3% | |
| Fidelity Freedom 2015 Mutual fund | — | — | — | $564K | 0.1% | |
| Fidelity Government Money Market Money market fund | — | — | — | $372K | <0.1% | |
| Fidelity Freedom 2070 Mutual fund | — | — | — | $6K | <0.1% |
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