Original filing (PDF)20250127083640NAL0012872897001

CONNOR & CONNOR ASSOCIATES, L.L.C.

Name: CONNOR & CONNOR ASSOCIATES, L.L.C. — CONNOR & CONNOR ASSOCIATES, L.L.C. 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: CONNOR & CONNOR ASSOCIATES, L.L.C.

Form 5500-SF

FILING_RECEIVED

CONNOR & CONNOR ASSOCIATES, L.L.C. 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONNOR & CONNOR ASSOCIATES, L.L.C..

Plan sponsor

Name

CONNOR & CONNOR ASSOCIATES, L.L.C.

EIN

06-1245094

Address

97 MAIN STREET · MANCHESTER, CT · 06042

Phone

(860) 646-6640

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-20

Filed

2025-01-27

Pension benefit codes

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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