How big is Bryan J Connolly's plan?

Bryan J Connolly's plan reported $703K in assets and 3 participants for 2024.

Original filing (PDF)20250702142003NAL0031757490001

Bryan J Connolly

Name: Bryan J Connolly — Lumen Financial Group, Form 5500 (2024)
Creator: Bryan J Connolly
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lumen Financial Group

401(k) retirement plan · Bryan J Connolly's Lumen Financial Group held $703K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$703K

Net assets (EOY)

$703K

People on this filing

Bryan Connolly signed Bryan J Connolly's 2024 Form 5500 as plan administrator.

Bryan Connolly — 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

Bryan J Connolly's EIN is 23-2976393.

EIN 23-2976393

Plan number 001

Plan year 2024

ACK ID 20250702142003NAL0031757490001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bryan J Connolly from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bryan J Connolly's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRYAN J CONNOLLY.

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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 average account balance (97th percentile).

Plan sponsor

Name

BRYAN J CONNOLLY

DBA

LUMEN FINANCIAL GROUP

EIN

all filings

Address

800 TOWNSHIP LINE RD STE 125 · YARDLEY, PA · 190674269

Phone

—

Industry

Finance & Insurance

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

2025-07-02

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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