How big is Connell and Associates' plan?

Connell and Associates' plan reported $7K in assets and 7 participants for 2025.

Original filing (PDF)20260504220256NAL0000319809071

Connell and Associates

Name: Connell and Associates — Connell and Associates, Form 5500 (2025)
Creator: Connell and Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Connell and Associates 401(k) Plan

401(k) retirement plan · Connell and Associates' Connell and Associates 401(k) Plan held $7K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7K

Net assets (EOY)

$7K

Plan identifiers

Connell and Associates' EIN is 46-3539894.

EIN 46-3539894

Plan number 001

Plan year 2025

ACK ID 20260504220256NAL0000319809071

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Connell and Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Connell and Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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