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Original filing (PDF)20241015183659NAL0017056563001

CONNELL LIMITED PARTNERSHIP

Form 5500
FILING_RECEIVED
CONNELL LIMITED PARTNERSHIP EMPLOYEE RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
187
Accounts w/ balance
429
Plan assets (EOY)
$39.3M
Net assets (EOY)
$39.3M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONNELL LIMITED PARTNERSHIP.
Plan sponsor
Name
CONNELL LIMITED PARTNERSHIP
EIN
04-2953203
Address
ONE INTERNATIONAL PLACE, SUITE 3110 · BOSTON, MA · 021102602
Phone
(617) 737-2700
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
014
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPA'S P.C.
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

1 rows
Other
1
NameEINLocationRelationDirect compIndirect comp
THE VANGUARD GROUP, INC.23-1945930—NONE$35K—

Investments

1 pooled fund· $2.2M(6% 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.

InvestmentTypeCurrent value% of plan
VANGUARD RETIREMENT SAVINGS TRUST
VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5436422 / PN 022
Common Collective Trust
$2.2M5.5%

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