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Original filing (PDF)20251014110922NAL0002710369001
CONNECTICUT ON-LINE COMPUTER CENTER INC.
Form 5500
FILING_RECEIVED
CONNECTICUT ON-LINE COMPUTER CENTER 401(K) PLAN
401(k) retirement plan
Active participants
710
Accounts w/ balance
891
Plan assets (EOY)
$154.1M
Net assets (EOY)
$154.1M
How this plan invests
This plan
1 pooled trust
Schedule D
37 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 (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONNECTICUT ON-LINE COMPUTER CENTER INC..
Plan sponsor
Name
CONNECTICUT ON-LINE COMPUTER CENTER INC.
EIN
06-0896418
Address
100 EXECUTIVE BOULEVARD · SOUTHINGTON, CT · 06489
Phone
(860) 678-0444
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
HARVEY & HOROWITZ, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $47K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | FINANCIAL ADVISOR | $36K | — |
Investments
36 direct securities · 1 pooled fund· $151.9M(99% 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
$144.9M
36 holdings
Common Collective Trust
$7.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | — | — | — | $19.9M | 12.9% | |
| American Funds 2025 Target Date Retirement Fund | — | — | — | $13.7M | 8.9% | |
| American Funds 2060 Target Date Retirement Fund | — | — | — | $11.1M | 7.2% | |
| American Funds Washington Mutual Investment Fund | — | — | — | $10.8M | 7.0% | |
| Charles Schwab Self-directed Brokerage Account | — | — | — | $9.0M | 5.8% | |
| T. Rowe Price Mid Cap Growth Fund | — | — | — | $7.4M | 4.8% | |
| JOHN HANCOCK STABLE VAL FUND R6 JOHN HANCOCK USA · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $7.0M | 4.5% | |
| Alger Spectra Fund | — | — | — | $6.5M | 4.2% | |
| American Funds 2035 Target Date Retirement Fund | — | — | — | $6.0M | 3.9% | |
| American Funds 2040 Target Date Retirement Fund | — | — | — | $4.8M | 3.1% | |
| Alliance Bernstein Large Cap Growth Fund | — | — | — | $4.6M | 3.0% | |
| American Funds 2045 Target Date Retirement Fund | — | — | — | $4.4M | 2.9% | |
| Columbia Mid Cap Index Institutional Fund | — | — | — | $3.8M | 2.5% | |
| Neuberger & Berman Genesis Fund | — | — | — | $3.6M | 2.3% | |
| American Funds American Balanced Fund | — | — | — | $3.4M | 2.2% | |
| American Funds 2030 Target Date Retirement Fund | — | — | — | $3.4M | 2.2% | |
| MFS Value Fund | — | — | — | $3.2M | 2.1% | |
| American Funds 2020 Target Date Retirement Fund | — | — | — | $2.8M | 1.8% | |
| American Funds EuroPacific Growth Fund | — | — | — | $2.7M | 1.8% | |
| American Funds 2055 Target Date Retirement Fund | — | — | — | $2.5M | 1.6% | |
| Vanguard Total International Index Fund | — | — | — | $2.4M | 1.6% | |
| Franklin Small Cap Growth Fund | — | — | — | $2.4M | 1.5% | |
| Participant loans Maturing at various dates through 2037, at interest rates ranging from 4.25% to 10%, secured by participant account balances | — | — | — | $2.3M | 1.5% | |
| Columbia Small Cap Index Institutional Fund | — | — | — | $1.8M | 1.2% | |
| John Hancock John Hancock Bond Fund | — | — | — | $1.7M | 1.1% | |
| Invesco International Growth Fund | — | — | — | $1.6M | 1.0% | |
| American Funds 2050 Target Date Retirement Fund | — | — | — | $1.4M | 0.9% | |
| MFS Corporate Bond Fund | — | — | — | $1.3M | 0.8% | |
| American Century Inflation Adjusted Bond Fund | — | — | — | $1.2M | 0.8% | |
| Allspring Special Mid Cap Value Fund | — | — | — | $1.2M | 0.8% | |
| BNY Mellon Bond Market Index Fund | — | — | — | $1.1M | 0.7% | |
| Franklin Small Cap Value Fund | — | — | — | $957K | 0.6% | |
| BlackRock Global Allocation Fund | — | — | — | $732K | 0.5% | |
| Vanguard Emerging Markets Stock Index Fund | — | — | — | $606K | 0.4% | |
| Columbia U.S. Treasury Index Institutional Fund | — | — | — | $326K | 0.2% | |
| Alliance Bernstein Global Bond Fund | — | — | — | $168K | 0.1% | |
| J.P. Morgan U.S. Government Money Market Fund | — | — | — | $82K | <0.1% |
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