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CONNECTICUT BAR ASSOCIATION — CONNECTICUT BAR ASSOCIATION PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260129120003NAL0006129282001
CONNECTICUT BAR ASSOCIATION
Form 5500-SF
FILING_RECEIVED
CONNECTICUT BAR ASSOCIATION PROFIT SHARING PLAN
401(k) retirement plan
Active participants
12
Accounts w/ balance
26
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CONNECTICUT BAR ASSOCIATION
.
Find decision makers
Plan sponsor
Name
CONNECTICUT BAR ASSOCIATION
EIN
06-0635307
Address
538 PRESTON AVE 3RD FL · MERIDEN, CT · 06450
Phone
(860) 223-4400
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-29
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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