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Original filing (PDF)20251015114639NAL0005978448002
CONNECTIVITY POINT DESIGN & INSTALLATION, LLC
Form 5500
FILING_RECEIVED
CONNECTIVITY POINT 401(K) PLAN
401(k) retirement plan
Active participants
171
Accounts w/ balance
121
Plan assets (EOY)
$8.8M
Net assets (EOY)
$8.8M
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 (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 CONNECTIVITY POINT DESIGN & INSTALLATION, LLC.
Plan sponsor
Name
CONNECTIVITY POINT DESIGN & INSTALLATION, LLC
EIN
03-0399415
Address
PO BOX 1268 · AUBURN, ME · 04211
Phone
(207) 782-0200
Industry
Electrical Contractors· Constructionsee 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
2025-10-15
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)
Auditor
OUELLETTE & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fundamental Investors Mutual Fund | — | — | — | $1.2M | 13.4% | |
| Growth Fund of America Mutual Fund | — | — | — | $1.1M | 12.9% | |
| Washington Mutual Investors Fund Mutual Fund | — | — | — | $836K | 9.5% | |
| New Perspective Fund Mutual Fund | — | — | — | $757K | 8.6% | |
| 2050 Target Date Retirement Fund Mutual Fund | — | — | — | $549K | 6.2% | |
| 2035 Target Date Retirement Fund Mutual Fund | — | — | — | $533K | 6.1% | |
| Income Fund of America Mutual Fund | — | — | — | $527K | 6.0% | |
| 2045 Target Date Retirement Fund Mutual Fund | — | — | — | $521K | 5.9% | |
| American Balanced Fund Mutual Fund | — | — | — | $513K | 5.8% | |
| SmallCap World Fund Mutual Fund | — | — | — | $425K | 4.8% | |
| AMCAP Fund Mutual Fund | — | — | — | $358K | 4.1% | |
| Bond Fund of America Mutual Fund | — | — | — | $221K | 2.5% | |
| 2040 Target Date Retirement Fund Mutual Fund | — | — | — | $200K | 2.3% | |
| 2030 Target Date Retirement Fund Mutual Fund | — | — | — | $196K | 2.2% | |
| Participant Loans Interest Rate of 5.25% to 10.50% - | — | — | — | $177K | 2.0% | |
| 2055 Target Date Retirement Fund Mutual Fund | — | — | — | $151K | 1.7% | |
| Intermediate Bond Fund of America Mutual Fund | — | — | — | $129K | 1.5% | |
| 2025 Target Date Retirement Fund Mutual Fund | — | — | — | $128K | 1.5% | |
| U.S. Government Money Market Money Market | — | — | — | $62K | 0.7% | |
| 2060 Target Date Retirement Fund Mutual Fund | — | — | — | $29K | 0.3% | |
| 2020 Target Date Retirement Fund Mutual Fund | — | — | — | $13K | 0.1% | |
| 2015 Target Date Retirement Fund Mutual Fund | — | — | — | $9K | <0.1% | |
| 2065 Target Date Retirement Fund Mutual Fund | — | — | — | $9K | <0.1% |