How big is Client Connect LLC DBA Expedite's plan?

Client Connect LLC DBA Expedite's plan reported $233K in assets and 8 participants for 2024.

Original filing (PDF)20250610164722NAL0015220769001

Client Connect LLC DBA Expedite

Name: Client Connect LLC DBA Expedite — Client Connect LLC, Form 5500 (2024)
Creator: Client Connect LLC DBA Expedite
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Client Connect LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Client Connect LLC DBA Expedite's Client Connect LLC 401(k) Profit Sharing Plan & Trust held $233K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$233K

Net assets (EOY)

$233K

People on this filing

Shirley Horner signed Client Connect LLC DBA Expedite's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Client Connect LLC DBA Expedite's EIN is 26-2154577.

EIN 26-2154577

Plan number 001

Plan year 2024

ACK ID 20250610164722NAL0015220769001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Client Connect LLC DBA Expedite from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Client Connect LLC DBA Expedite's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLIENT CONNECT LLC DBA EXPEDITE.

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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 (96th percentile).

Plan sponsor

Name

CLIENT CONNECT LLC DBA EXPEDITE

EIN

all filings

Address

3308 PRESTON ROAD · STE 350-102 · PLANO, TX · 75093

Phone

(214) 766-3670

Industry

Professional & Technical Services

Plan administrator