How big is Connect Financial Software Solutions, LLC's plan?

Connect Financial Software Solutions, LLC's plan reported $1.0M in assets and 13 participants for 2024.

Original filing (PDF)20251001101639NAL0031389394001

Connect Financial Software Solutions, LLC

Name: Connect Financial Software Solutions, LLC — Form 5500 Plan 001 (2024)
Creator: Connect Financial Software Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Connect Financial Software Solutions, LLC Plan

401(k) retirement plan · Connect Financial Software Solutions, LLC's Connect Financial Software Solutions, LLC Plan held $1.0M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Connect Financial Software Solutions, LLC's EIN is 27-1661107.

EIN 27-1661107

Plan number 001

Plan year 2024

ACK ID 20251001101639NAL0031389394001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Connect Financial Software Solutions, 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 FINANCIAL SOFTWARE SOLUTIONS, LLC.

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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 (97th percentile).

Plan sponsor

Name

CONNECT FINANCIAL SOFTWARE SOLUTIONS, LLC

EIN

all filings

Address

1333 EAST 9400 SOUTH · SUITE 250 · SANDY, UT · 84093

Phone

(801) 327-9700

Industry

Custom Computer Programming· Professional & Technical Services

Plan administrator