· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
EXPERTCONNECT, LLC — EXPERTCONNECT 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250411220758NAL0027078321054
EXPERTCONNECT, LLC
Form 5500-SF
FILING_RECEIVED
EXPERTCONNECT 401(K) PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
9
Plan assets (EOY)
$640K
Net assets (EOY)
$640K
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
EXPERTCONNECT, LLC
.
Find decision makers
Plan sponsor
Name
EXPERTCONNECT, LLC
EIN
27-1464610
Address
3440 TORINGDON WAY · SUITE 235 · CHARLOTTE, NC · 28277
Phone
(917) 201-7544
Industry
Professional & Technical Services
see all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
PBM WIRELESS SERVICES LLC
PBM WIRELESS SERVICES 401(K) PLAN
$639K · 2 participants
YEAGER MARKETING, LLC
YEAGER MARKETING, LLC 401(K) PLAN
$640K · 11 participants
EASTPOINTE MARKETING, INC.
EASTPOINTE MARKETING, INC. 401(K) PROFIT SHARING PLAN
$642K · 28 participants
LEGER USA INC.
TRI G 401(K) PLAN
$643K · 19 participants
OMNIENGINE LLC
OMNIENGINE 401(K) PLAN
$644K · 2 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
RESULTSLAB
RESULTSLAB RETIREMENT PLAN
$645K · 13 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
