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Original filing (PDF)20250926105901NAL0009322129001
CONNELLY PARTNERS, LLC
Form 5500
FILING_RECEIVED
CP 401(K) PLAN
401(k) retirement plan
Active participants
83
Accounts w/ balance
161
Plan assets (EOY)
$20.4M
Net assets (EOY)
$20.4M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONNELLY PARTNERS, LLC.
Plan sponsor
Name
CONNELLY PARTNERS, LLC
EIN
04-3476857
Address
46 WALTHAM STREET 4TH FLOOR · BOSTON, MA · 02118
Phone
(617) 521-5420
Industry
Professional & Technical Servicessee 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
2025-09-26
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LEONARD, MULHERIN & GREENE , PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $350 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $32K | — |
Investments
28 direct securities · 1 pooled fund· $21.4M(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
$20.4M
28 holdings
Common Collective Trust
$924K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Total Market Index Fund Mutual Fund | — | — | — | $2.2M | 10.7% | |
| MFS Growth Fund Mutual Fund | — | — | — | $2.1M | 10.3% | |
| Fidelity Advisor Freedom 2035 Fund Mutual Fund | — | — | — | $2.0M | 9.6% | |
| Fidelity Advisor Freedom 2040 Fund Mutual Fund | — | — | — | $1.9M | 9.4% | |
| Fidelity Advisor Freedom 2050 Fund Mutual Fund | — | — | — | $1.8M | 8.9% | |
| Fidelity Advisor Freedom 2030 Fund Mutual Fund | — | — | — | $1.2M | 5.7% | |
| Fidelity Extended Market Index Fund Mutual Fund | — | — | — | $1.1M | 5.2% | |
| Fidelity Advisor Freedom 2025 Fund Mutual Fund | — | — | — | $1.1M | 5.2% | |
| Galliard Stable Return Fund Common Collective Trust | — | — | — | $924K | 4.5% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $924K | 4.5% | |
| Fidelity Advisor Freedom 2055 Fund Mutual Fund | — | — | — | $731K | 3.6% | |
| Fidelity Global ex U.S. Index Fund Mutual Fund | — | — | — | $661K | 3.2% | |
| PIMCO Total Return Fund Mutual Fund | — | — | — | $595K | 2.9% | |
| AB Small Cap Growth Fund Mutual Fund | — | — | — | $594K | 2.9% | |
| MFS Mid Cap Growth Fund Mutual Fund | — | — | — | $529K | 2.6% | |
| JPMorgan U.S. Value Fund Mutual Fund | — | — | — | $498K | 2.4% | |
| Fidelity Advisor Freedom 2060 Fund Mutual Fund | — | — | — | $414K | 2.0% | |
| Fidelity Advisor Freedom 2045 Fund Mutual Fund | — | — | — | $334K | 1.6% | |
| Allspring Special Mid Cap Value Fund Mutual Fund | — | — | — | $297K | 1.5% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $288K | 1.4% | |
| Dodge & Cox International Stock Fund Mutual Fund | — | — | — | $267K | 1.3% | |
| Janus Henderson Balanced Fund Mutual Fund | — | — | — | $266K | 1.3% | |
| American Century Small Cap Value Fund Mutual Fund | — | — | — | $196K | 1.0% | |
| Fidelity Advisor Strategic Income Fund Mutual Fund | — | — | — | $188K | 0.9% | |
| Fidelity Advisor Freedom 2065 Fund Mutual Fund | — | — | — | $146K | 0.7% | |
| Invesco Developing Markets Fund Mutual Fund | — | — | — | $129K | 0.6% | |
| Participant loans Participant loans - | — | — | — | $71K | 0.3% | |
| Fidelity Advisor Freedom 2010 Fund Mutual Fund | — | — | — | $13K | <0.1% | |
| Fidelity Advisor Freedom 2020 Fund Mutual Fund | — | — | — | $5K | <0.1% |
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