How big is Connecticut Wealth Management, LLC's plan?

Connecticut Wealth Management, LLC's plan reported $1.6M in assets and 52 participants for 2024.

Original filing (PDF)20250502140415NAL0004677057001

Connecticut Wealth Management, LLC

Name: Connecticut Wealth Management, LLC — Connecticut, Form 5500 (2024)
Creator: Connecticut Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Connecticut Wealth Management, LLC Cash Balance Plan

Defined-benefit pension plan · Connecticut Wealth Management, LLC's Connecticut Wealth Management, LLC Cash Balance Plan held $1.6M in plan assets for 52 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Connecticut Wealth Management, LLC's EIN is 27-2807213.

EIN 27-2807213

Plan number 002

Plan year 2024

ACK ID 20250502140415NAL0004677057001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Connecticut Wealth Management, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONNECTICUT WEALTH MANAGEMENT, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score