How big is Connectpay, LLC's plan?

Connectpay, LLC's plan reported $4.3M in assets and 170 participants for 2023.

Original filing (PDF)20241014130324NAL0014965219001

Connectpay, LLC

Name: Connectpay, LLC — Connectpay 401(k) Plan, Form 5500 (2023)
Creator: Connectpay, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Connectpay 401(k) Plan

401(k) retirement plan · Connectpay, LLC's Connectpay 401(k) Plan held $4.3M in plan assets for 170 participants in 2023.

Signals · 1

No auditor on file

Active participants

170

Accounts w/ balance

106

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

People on this filing

Gretchen E Ozerities signed Connectpay, LLC's 2023 Form 5500 as plan administrator.

Gretchen E Ozerities — 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

Connectpay, LLC's EIN is 26-2314725.

EIN 26-2314725

Plan number 001

Plan year 2023

ACK ID 20241014130324NAL0014965219001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Connectpay, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Connectpay, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score