Original filing (PDF)20251014172140NAL0003492241001

CONNOLLY, STEELE & COMPANY, P.C.

Name: CONNOLLY, STEELE & COMPANY, P.C. — CONNOLLY, STEELE & COMPANY, P.C. 401(K) PLAN, Form 5500 (2024)
Creator: CONNOLLY, STEELE & COMPANY, P.C.

Form 5500-SF

FILING_RECEIVED

CONNOLLY, STEELE & COMPANY, P.C. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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 CONNOLLY, STEELE & COMPANY, P.C..

Plan sponsor

Name

CONNOLLY, STEELE & COMPANY, P.C.

EIN

25-1767399

Address

1010 OHIO RIVER BLVD · SUITE 100 · PITTSBURGH, PA · 15202

Phone

—

Industry

CPA Offices· Professional & Technical Servicessee 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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

REHMANN LLC

THE REHMANN GROUP HEALTH AND WELFARE BENEFIT PLAN

$2.5M · 871 participants

ADDEO, POLACCO & PENTA, LLC

ADDEO, POLACCO & PENTA, LLC RETIREMENT PLAN

$2.5M · 22 participants

HOBBS, CROSSLEY, BENEFIELD & CRAVEN, P.A.

HOBBS, CROSSLEY, BENEFIELD & CRAVEN PA 401(K) PLAN

$2.5M · 10 participants

DON A. CURTIS & ASSOCIATES

DON A CURTIS & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST

$2.5M · 2 participants

PHILLIPS FELDMAN GROUP, P.A.

PHILLIPS FELDMAN GROUP, P.A. 401(K) PROFIT SHARING PLAN