How big is Financial Connection LLC's plan?

Financial Connection LLC's plan reported $631K in assets and 3 participants for 2024.

Original filing (PDF)20250402143735NAL0004976755001

Financial Connection LLC

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

Form 5500-SF

FILING_RECEIVED

Financial Connection LLC 401(k) Plan

401(k) retirement plan · Financial Connection LLC's Financial Connection LLC 401(k) Plan held $631K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$631K

Net assets (EOY)

$631K

Plan identifiers

Financial Connection LLC's EIN is 26-0396861.

EIN 26-0396861

Plan number 001

Plan year 2024

ACK ID 20250402143735NAL0004976755001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Financial Connection LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Financial Connection LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FINANCIAL CONNECTION 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