How big is Connectivity Point Design & Installation, LLC's plan?

Connectivity Point Design & Installation, LLC's plan reported $8.8M in assets and 171 participants for 2024.

Original filing (PDF)20251015114639NAL0005978448002

Connectivity Point Design & Installation, LLC

Name: Connectivity Point Design & Installation, LLC — Form 5500 Plan 001 (2024)
Creator: Connectivity Point Design & Installation, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Connectivity Point 401(k) Plan

401(k) retirement plan · Connectivity Point Design & Installation, LLC's Connectivity Point 401(k) Plan held $8.8M in plan assets for 171 participants in 2024, with Capital Group (American Funds) as recordkeeper.

Signals · 1

High average account balance

Active participants

171

Accounts w/ balance

121

Plan assets (EOY)

$8.8M

Net assets (EOY)

$8.8M

People on this filing

Mary-Ellen Hamlyn signed Connectivity Point Design & Installation, LLC's 2024 Form 5500 as plan administrator.

Mary-Ellen Hamlyn — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Connectivity Point Design & Installation, LLC's EIN is 03-0399415.

EIN 03-0399415

Plan number 001

Plan year 2024

ACK ID 20251015114639NAL0005978448002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Connectivity Point Design & Installation, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Connectivity Point Design & Installation, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONNECTIVITY POINT DESIGN & INSTALLATION, LLC.

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How this plan invests

This plan

23 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

High average account balance (95th percentile).

Plan sponsor

Name

CONNECTIVITY POINT DESIGN & INSTALLATION, LLC

EIN

all filings

Address

PO BOX 1268 · AUBURN, ME · 04211

Phone

(207) 782-0200

Industry

Electrical Contractors· Construction

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN FUNDS	95-6817943	INDIANAPOLIS, IN	RECORDKEEPER	—	—

Investments

23 direct securities· $8.7M(98% of reported assets)

Other securities

$8.4M

21 holdings

Bonds / Notes

$177K

1 holding

Cash / Money Market

$62K

1 holding

					% of plan
Fundamental Investors Mutual Fund 	Other securities	—	—	$1.2M	13.4%
Growth Fund of America Mutual Fund 	Other securities	—	—	$1.1M	12.9%
Washington Mutual Investors Fund Mutual Fund 	Other securities	—	—	$836K	9.5%
New Perspective Fund Mutual Fund 	Other securities	—	—	$757K	8.6%
2050 Target Date Retirement Fund Mutual Fund 	Other securities	—	—	$549K	6.2%
2035 Target Date Retirement Fund Mutual Fund 	Other securities	—	—	$533K	6.1%
Income Fund of America Mutual Fund 	Other securities	—	—	$527K	6.0%
2045 Target Date Retirement Fund Mutual Fund 	Other securities	—	—	$521K	5.9%
American Balanced Fund Mutual Fund 	Other securities	—	—	$513K	5.8%
SmallCap World Fund Mutual Fund 	Other securities	—	—	$425K	4.8%
AMCAP Fund Mutual Fund 	Other securities	—	—	$358K	4.1%
Bond Fund of America Mutual Fund 	Other securities	—	—	$221K	2.5%
2040 Target Date Retirement Fund Mutual Fund 	Other securities	—	—	$200K	2.3%
2030 Target Date Retirement Fund Mutual Fund 	Other securities	—	—	$196K	2.2%
Participant Loans Interest Rate of 5.25% to 10.50% -	Bonds / Notes	—	—	$177K	2.0%
2055 Target Date Retirement Fund Mutual Fund 	Other securities	—	—	$151K	1.7%
Intermediate Bond Fund of America Mutual Fund 	Other securities	—	—	$129K	1.5%
2025 Target Date Retirement Fund Mutual Fund 	Other securities	—	—	$128K	1.5%
U.S. Government Money Market Money Market 	Cash / Money Market	—	—	$62K	0.7%
2060 Target Date Retirement Fund Mutual Fund 	Other securities	—	—	$29K	0.3%
2020 Target Date Retirement Fund Mutual Fund 	Other securities	—	—	$13K	0.1%
2015 Target Date Retirement Fund Mutual Fund 	Other securities	—	—	$9K	<0.1%
2065 Target Date Retirement Fund Mutual Fund 	Other securities	—	—	$9K	<0.1%