How big is Connective Capital Management, LLC.'s plan?

Connective Capital Management, LLC.'s plan reported $1.1M in assets and 2 participants for 2024.

Original filing (PDF)20250730105052NAL0007954530001

Connective Capital Management, LLC.

Name: Connective Capital Management, LLC. — Connective, Form 5500 (2024)
Creator: Connective Capital Management, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Connective Capital Management, LLC. Retirement Trust

401(k) retirement plan · Connective Capital Management, LLC.'s Connective Capital Management, LLC. Retirement Trust held $1.1M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Robert Romero signed Connective Capital Management, LLC.'s 2024 Form 5500 as plan administrator.

Robert Romero — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Connective Capital Management, LLC.'s EIN is 20-1968333.

EIN 20-1968333

Plan number 001

Plan year 2024

ACK ID 20250730105052NAL0007954530001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Connective Capital Management, LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Connective Capital Management, LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONNECTIVE CAPITAL MANAGEMENT, LLC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

CONNECTIVE CAPITAL MANAGEMENT, LLC.

EIN

all filings

Address

385 HOMER AVENUE · PALO ALTO, CA · 94301

Phone

(650) 321-4826

Industry

Finance & Insurance

Plan administrator