Original filing (PDF)20250829090829NAL0011186593001

CONNECTICUT LEGAL SERVICES, INC.

Name: CONNECTICUT LEGAL SERVICES, INC. — CONNECTICUT LEGAL SERVICES, INC. DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: CONNECTICUT LEGAL SERVICES, INC.

Form 5500

FILING_RECEIVED

CONNECTICUT LEGAL SERVICES, INC. DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Signals · 1

27% in single holding

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$11.9M

Net assets (EOY)

$11.9M

How this plan invests

This plan

8 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONNECTICUT LEGAL SERVICES, INC..

Plan sponsor

Name

CONNECTICUT LEGAL SERVICES, INC.

EIN

06-0955461

Address

62 WASHINGTON STREET · MIDDLETOWN, CT · 06457

Phone

(860) 344-0447

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

CONNECTICUT LEGAL SERVICES, INC.

EIN

06-0955461

City

MIDDLETOWN, CT

Phone

(860) 344-0447

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-29

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

COHNREZNICK LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
USI CONSULTING GROUP, INC.	06-1053228	—	NONE	$16K	—
SAGEVIEW ADVISORY GROUP	33-0818667	—	NONE	$15K	—
COHNREZNICK LLP	33-4144829	—	NONE	$8K	—
CHARLES SCHWAB BANK	42-1558009	—	NONE	$7K	—

Investments

8 direct securities· $11.8M(99% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Long-Term Corporate Bond Index Fund	—	—	$3.3M	$3.2M	26.7%
Vanguard 500 Index Fund	—	—	$1.5M	$2.7M	22.3%
Vanguard Developed Markets Index Fund	—	—	$2.2M	$2.4M	19.9%
Vanguard Extended Duration Treasury Index Fund	—	—	$764K	$1.2M	9.9%

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