How big is Richard E. Connolly & Associates, Inc.'s plan?

Richard E. Connolly & Associates, Inc.'s plan reported $10.0M in assets and 3 participants for 2024.

Original filing (PDF)20250708143125NAL0002751395001

Richard E. Connolly & Associates, Inc.

Name: Richard E. Connolly & Associates, Inc. — Form 5500 Plan 003 (2024)
Creator: Richard E. Connolly & Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Richard E. Connolly & Associates, Inc. 401(k) Plan

401(k) retirement plan · Richard E. Connolly & Associates, Inc.'s Richard E. Connolly & Associates, Inc. 401(k) Plan held $10.0M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.0M

Net assets (EOY)

$10.0M

People on this filing

Tamara Farmer signed Richard E. Connolly & Associates, Inc.'s 2024 Form 5500 as plan administrator.

Tamara Farmer — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Richard E. Connolly & Associates, Inc.'s EIN is 31-1119907.

EIN 31-1119907

Plan number 003

Plan year 2024

ACK ID 20250708143125NAL0002751395001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Richard E. Connolly & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Richard E. Connolly & Associates, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RICHARD E. CONNOLLY & ASSOCIATES, INC..

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