Original filing (PDF)20251010134143NAL0004668275001

CONNORS CAPITAL MANAGEMENT, INC.

Name: CONNORS CAPITAL MANAGEMENT, INC. — CONNORS CAPITAL MANAGEMENT, INC. 401(K) PLAN, Form 5500 (2024)
Creator: CONNORS CAPITAL MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

CONNORS CAPITAL MANAGEMENT, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$547K

Net assets (EOY)

$547K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONNORS CAPITAL MANAGEMENT, INC..

Plan sponsor

Name

CONNORS CAPITAL MANAGEMENT, INC.

EIN

33-0997592

Address

1701 N. ATLANTIC AVE. · COCOA BEACH, FL · 32931

Phone

(321) 868-0732

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

J. HAGAN CAPITAL INC.

J. HAGAN CAPITAL INC. 401(K) PLAN

$547K · 18 participants

WOCHNICK FINANCIAL SERVICES, INC.

WOCHNICK FINANCIAL SERVICES, INC. RETIREMENT PLAN

$547K · 5 participants

G-BAR VENTURES MANAGEMENT LLC

G-BAR VENTURES MANAGEMENT LLC 401(K) PLAN

$547K · 12 participants

NZS MANAGEMENT GROUP INC

NZS MANAGEMENT GROUP INC 401(K) PLAN

$546K · 8 participants

MYRIAD ADVISOR SOLUTIONS, INC.

MYRIAD ADVISOR SOLUTIONS, INC. 401(K) PLAN