Patricia Clark Zupanski signed Connectamerica.COM, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Connectamerica.COM, LLC's EIN is 20-0664997.
Download the official 2024 Form 5500 (PDF) for Connectamerica.COM, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Connectamerica.COM, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $125K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES, LLC | 22-3570392 | — | INVESTMENT/FINANCIAL ADVI |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $88K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Van Target Retire 2030 Mutual Fund | Other securities | — | — | $6.8M | 10.6% | |
| Fid 500 Ind Mutual Fund | Mutual Funds | — | — | $6.7M | 10.4% | |
| Van Target Retire 2035 Mutual Fund | Other securities | — | — | $5.5M | 8.6% | |
| Van Target Retire 2025 Mutual Fund | Other securities | — | — | $5.2M | 8.2% | |
| Van Target Retire 2040 Mutual Fund | Other securities | — | — | $4.0M | 6.2% | |
| Vanguard Growth Index Fund Ad Mutual Fund | Common Collective Trusts | — | — | $3.7M | 5.8% | |
| Van Target Retire 2045 Mutual Fund | Other securities | — | — | $3.1M | 4.8% | |
| Fidelity Blue Chip Gr K6 Mutual Fund | Mutual Funds | — | — | $2.8M | 4.3% | |
| MetLife Stable Value J Common/Collective Trust Fund | Stable Value | — | — | $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 | Common Collective Trusts | — | — | $2.3M | 3.6% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $2.2M | 3.5% | |
| Van Target Retire 2055 Mutual Fund | Other securities | — | — | $1.8M | 2.7% | |
| Van Target Retire 2050 Mutual Fund | Other securities | — | — | $1.5M | 2.4% | |
| Nuveen Int EQ Index R6 Mutual Fund | Mutual Funds | — | — | $1.5M | 2.3% | |
| Van Target Retire 2060 Mutual Fund | Other securities | — | — | $1.4M | 2.2% | |
| Vanguard Small Cap Index Admr Mutual Fund | Mutual Funds | — | — | $1.3M | 2.0% | |
| Hartford Core Equity Fund R6 Mutual Fund | Other securities | — | — | $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% - | Cash / Money Market | — | — | $1.1M | 1.7% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $922K | 1.4% | |
| T Rowe Price Global Stock I Mutual Fund | Mutual Funds | — | — | $888K | 1.4% | |
| Vanguard Mid Cap Value Ind Ad Mutual Fund | Mutual Funds | — | — | $777K | 1.2% | |
| Vanguard Intl Grth Adm Mutual Fund | Mutual Funds | — | — | $734K | 1.1% | |
| Vanguard Ext Mkt Idx - Admiral Mutual Fund | Common Collective Trusts | — | — | $694K | 1.1% | |
| ALS Special Small Cap Value R Mutual Fund | Other securities | — | — | $633K | 1.0% | |
| Vanguard LifeStrategy Growth Mutual Fund | Mutual Funds | — | — | $574K | 0.9% | |
| Van Target Retire 2020 Mutual Fund | Other securities | — | — | $520K | 0.8% | |
| Federated Kaufmann Smallcap R Mutual Fund | Other securities | — | — | $515K | 0.8% | |
| Van Target Retire Inc Mutual Fund | Common Stocks | — | — | $458K | 0.7% | |
| JPMorgan Equity Income Fund R Mutual Fund | Other securities | — | — | $418K | 0.6% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $346K | 0.5% | |
| Van Infl Protected Sec Admr Mutual Fund | Other securities | — | — | $342K | 0.5% | |
| Victory Established Value R6 Mutual Fund | Other securities | — | — | $286K | 0.4% | |
| DFA Real Estate Sec Port Inst Mutual Fund | Mutual Funds | — | — | $237K | 0.4% | |
| American Funds New World R6 Mutual Fund | Mutual Funds | — | — | $169K | 0.3% | |
| VAN LIFESTRAT CONSERV GR - INV | Registered Investment Companies | — | — | $118K | 0.2% | |
| Vanguard LifeStrategy Conservative Growth Mutual Fund | Mutual Funds | — | — | $118K | 0.2% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $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. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $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% |
