How big is Connect Agency, LLC's plan?

Connect Agency, LLC's plan reported $503K in assets and 9 participants for 2024.

Original filing (PDF)20250731084735NAL0010113506001

Connect Agency, LLC

Name: Connect Agency, LLC — Connect Agency, LLC 401(k), Form 5500 (2024)
Creator: Connect Agency, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Connect Agency, LLC 401(k) Plan

401(k) retirement plan · Connect Agency, LLC's Connect Agency, LLC 401(k) Plan held $503K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$503K

Net assets (EOY)

$503K

Plan identifiers

Connect Agency, LLC's EIN is 27-1284428.

EIN 27-1284428

Plan number 001

Plan year 2024

ACK ID 20250731084735NAL0010113506001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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 (92nd percentile).

Plan sponsor

Name

CONNECT AGENCY, LLC

EIN

all filings

Address

131 E BAY STREET · JACKSONVILLE, FL · 32202

Phone

(904) 502-4004

Industry

Professional & Technical Services

Plan administrator