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Original filing (PDF)20240919105443NAL0005841809001

CONNECTIVITY WIRELESS LLC

Form 5500
FILING_RECEIVED
CONNECTIVITY WIRELESS LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
46
Accounts w/ balance
87
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONNECTIVITY WIRELESS LLC.
Plan sponsor
Name
CONNECTIVITY WIRELESS LLC
EIN
26-2188150
Address
3059 PREMIERE PKY STE 100 · DULUTH, GA · 30097
Phone
(678) 584-5799
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-09-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HANCOCK ASKEW & CO. LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
PAYCHEX, INC.16-1124166ROCHESTER, NYRECORDKEEPER$10K
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
TRIAD ADVISORS, LLC.HAPEVILLE, GAADVISOR$12K

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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