Original filing (PDF)20251009053157NAL0010825968001

CONNECTAMERICA.COM, LLC

Name: CONNECTAMERICA.COM, LLC — CONNECTAMERICA.COM 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: CONNECTAMERICA.COM, LLC

Form 5500

FILING_RECEIVED

CONNECTAMERICA.COM 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

1,026

Accounts w/ balance

1,291

Plan assets (EOY)

$64.3M

Net assets (EOY)

$64.3M

How this plan invests

This plan

2 pooled trusts

Schedule D

47 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

100

Total plan cost

Vendor stack

100

Participation health

100

Knocking points off

33 bps in Schedule C fees — 107% above peer band of 16 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONNECTAMERICA.COM, LLC.

Plan sponsor

Name

CONNECTAMERICA.COM, LLC

EIN

20-0664997

Address

3 BALA PLAZA WEST · BALA CYNWYD, PA · 19004

Phone

(617) 285-2590

Industry

Real Estatesee 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

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

WIPFLI LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADP, INC.	13-3036745	—	RECORD KEEPER	$125K	—
ADP BROKER-DEALER	22-3319984	—	RECORD KEEPER	$0	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
MMA SECURITIES, LLC	22-3570392	—	INVESTMENT/FINANCIAL ADVI	$88K	—

Investments

40 direct securities · 2 pooled funds· $66.8M(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

$59.7M

35 holdings

Registered Investment Companies

$4.8M

5 holdings

Common Collective Trust

$2.4M

2 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
Van Target Retire 2030 Mutual Fund	—	—	—	$6.8M	10.6%
Fid 500 Ind Mutual Fund	—	—	—	$6.7M	10.4%
Van Target Retire 2035 Mutual Fund	—	—	—	$5.5M	8.6%
Van Target Retire 2025 Mutual Fund	—	—	—	$5.2M	8.2%
Van Target Retire 2040 Mutual Fund	—	—	—	$4.0M	6.2%
Vanguard Growth Index Fund Ad Mutual Fund	—	—	—	$3.7M	5.8%
Van Target Retire 2045 Mutual Fund	—	—	—	$3.1M	4.8%
Fidelity Blue Chip Gr K6 Mutual Fund	—	—	—	$2.8M	4.3%
MetLife Stable Value J Common/Collective Trust Fund	—	—	—	$2.4M	3.7%
MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094	Common Collective Trust	—	—	$2.4M	3.7%
Vanguard Value Index Fund Adm Mutual Fund	—	—	—	$2.3M	3.6%
VANGUARD LIFESTRATEGY MOD GROW	Registered Investment Companies	—	—	$2.2M	3.5%
Van Target Retire 2055 Mutual Fund	—	—	—	$1.8M	2.7%
Van Target Retire 2050 Mutual Fund	—	—	—	$1.5M	2.4%
Nuveen Int EQ Index R6 Mutual Fund	—	—	—	$1.5M	2.3%
Van Target Retire 2060 Mutual Fund	—	—	—	$1.4M	2.2%
Vanguard Small Cap Index Admr Mutual Fund	—	—	—	$1.3M	2.0%
Hartford Core Equity Fund R6 Mutual Fund	—	—	—	$1.2M	1.9%
Blackrock Midcap Growth Eq K Mutual Fund	Registered Investment Companies	—	—	$1.1M	1.8%
State Street Cash Series US Government Money Market Fund ** 55 Interest rates ranging * Participant loans from 4.25% to 9.50% -	—	—	—	$1.1M	1.7%
VANGUARD INTERMEDIATE TERM BON	Registered Investment Companies	—	—	$922K	1.4%
T Rowe Price Global Stock I Mutual Fund	—	—	—	$888K	1.4%
Vanguard Mid Cap Value Ind Ad Mutual Fund	—	—	—	$777K	1.2%
Vanguard Intl Grth Adm Mutual Fund	—	—	—	$734K	1.1%
Vanguard Ext Mkt Idx - Admiral Mutual Fund	—	—	—	$694K	1.1%
ALS Special Small Cap Value R Mutual Fund	—	—	—	$633K	1.0%
Vanguard LifeStrategy Growth Mutual Fund	—	—	—	$574K	0.9%
Van Target Retire 2020 Mutual Fund	—	—	—	$520K	0.8%
Federated Kaufmann Smallcap R Mutual Fund	—	—	—	$515K	0.8%
Van Target Retire Inc Mutual Fund	—	—	—	$458K	0.7%
JPMorgan Equity Income Fund R Mutual Fund	—	—	—	$418K	0.6%
VANG HI YLD CORP ADM	Registered Investment Companies	—	—	$346K	0.5%
Van Infl Protected Sec Admr Mutual Fund	—	—	—	$342K	0.5%
Victory Established Value R6 Mutual Fund	—	—	—	$286K	0.4%
DFA Real Estate Sec Port Inst Mutual Fund	—	—	—	$237K	0.4%
American Funds New World R6 Mutual Fund	—	—	—	$169K	0.3%
VAN LIFESTRAT CONSERV GR - INV	Registered Investment Companies	—	—	$118K	0.2%
Vanguard LifeStrategy Conservative Growth Mutual Fund	—	—	—	$118K	0.2%
(1) X This form is filed for a CCT, PSA, or MTIA.	—	—	—	$3K	<0.1%
performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither.	—	—	$3K	$3K	<0.1%
Yes No Amount a	—	—	—	$3K	<0.1%
STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000	Common Collective Trust	—	—	$55	<0.1%