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Original filing (PDF)20251013071327NAL0000340915001
CONNORS & ASSOCIATES LLC DBA CONNORS GROUP
Form 5500
FILING_RECEIVED
CONNORS GROUP SAFE HARBOR 401K PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 1
30% in single holding
Active participants
118
Accounts w/ balance
166
Plan assets (EOY)
$20.5M
Net assets (EOY)
$20.5M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vangrd Tot St Mkt Indx Fd Adm Registered Investment Company" is 30% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONNORS & ASSOCIATES LLC DBA CONNORS GROUP.
Plan sponsor
Name
CONNORS & ASSOCIATES LLC DBA CONNORS GROUP
EIN
26-2369273
Address
4000 TOWN CENTER BLVD, STE 310 · CANONSBURG, PA · 15317
Phone
(800) 813-7028
Industry
Admin Support & Waste Mgmtsee 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
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SISTERSON & CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | RECORD KEEPER | $53K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARNEGIE INVESTMENT COUNCEL | 26-4766975 | — | SERVICE PROVIDER | $0 | — |
Investments
23 direct securities· $20.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vangrd Tot St Mkt Indx Fd Adm Registered Investment Company | — | — | — | $6.2M | 30.1% | |
| (Held at End of Year) CONNORS GROUP SAFE HARBOR 401(K) PROFIT SHARING PL EIN#26-2369273 Plan# 001 * Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company $0 iSh Rus Sm Md Cp Idx K Registered Investment Company | — | — | — | $1.9M | 9.5% | |
| JPMorgan LgCp Grw Fnd R6 Registered Investment Company | — | — | — | $1.4M | 7.0% | |
| Cohen&Steers Real Est S Fd Z Registered Investment Company | — | — | — | $1.2M | 5.6% | |
| American Funds 2055 T Date R6 Registered Investment Company | — | — | — | $990K | 4.8% | |
| Vangrd Windsor II Fund Adm Registered Investment Company | — | — | — | $938K | 4.6% | |
| Vangrd Tot Int Stk In F Adm Registered Investment Company | — | — | — | $920K | 4.5% | |
| Vangrd Sm-Cap Grw Index Fd Adm Registered Investment Company | — | — | — | $862K | 4.2% | |
| American Funds 2050 T Date R6 Registered Investment Company | — | — | — | $828K | 4.0% | |
| Vangrd Sm-Cap Vl Index Fnd Adm Registered Investment Company | — | — | — | $683K | 3.3% | |
| BlackRock Advantage Sm C K Registered Investment Company | — | — | — | $679K | 3.3% | |
| American Funds 2035 T Date R6 Registered Investment Company | — | — | — | $666K | 3.3% | |
| MFS Mid Cap Growth Fd R6 Registered Investment Company | — | — | — | $636K | 3.1% | |
| American Funds 2060 T Date R6 Registered Investment Company | — | — | — | $445K | 2.2% | |
| American Funds 2065 T Date R6 Registered Investment Company | — | — | — | $420K | 2.0% | |
| American Funds 2045 T Date R6 Registered Investment Company | — | — | — | $408K | 2.0% | |
| Voya Fixed Account (4450) Insurance Company General Account | — | — | — | $302K | 1.5% | |
| MFS Mid Cap Value Fund R6 Registered Investment Company | — | — | — | $285K | 1.4% | |
| American Funds 2040 T Date R6 Registered Investment Company | — | — | — | $256K | 1.3% | |
| Fid US Bd Id Fd Registered Investment Company | — | — | — | $179K | 0.9% | |
| Pioneer Bond Fund K Registered Investment Company | — | — | — | $141K | 0.7% | |
| party date,rate of interest, collateral, par, or maturity date American Funds 2025 T Date R6 Registered Investment Company | — | — | — | $93K | 0.5% | |
| American Funds 2030 T Date R6 Registered Investment Company | — | — | — | $53K | 0.3% |