How big is Connectrn Inc.'s plan?

Connectrn Inc.'s plan reported $6.8M in assets and 1,057 participants for 2024.

Original filing (PDF)20251006141129NAL0003521825001

Connectrn Inc.

Name: Connectrn Inc. — Connectrn Inc. 401(k) Plan, Form 5500 (2024)
Creator: Connectrn Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Connectrn Inc. 401(k) Plan

401(k) retirement plan · Connectrn Inc.'s Connectrn Inc. 401(k) Plan held $6.8M in plan assets for 1,057 participants in 2024, with Vanguard as recordkeeper.

Signals · 2

Late participant contributions29% in single holding

Active participants

1,057

Accounts w/ balance

289

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

People on this filing

Matthew Becker signed Connectrn Inc.'s 2024 Form 5500 as plan administrator.

Matthew Becker — 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

Connectrn Inc.'s EIN is 46-5458752.

EIN 46-5458752

Plan number 001

Plan year 2024

ACK ID 20251006141129NAL0003521825001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Connectrn Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Connectrn Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Plan sponsor

Name

CONNECTRN INC.

EIN

all filings

Address

203 CRESCENT STREET · SUITE 403 · WALTHAM, MA · 02453

Phone

(617) 944-1515

Industry

Health Care & Social Assistance

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

2025-10-06

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$12K	—

Investments

34 direct securities· $6.8M(100% of reported assets)

Other securities

$4.5M

17 holdings

Common Collective Trusts

$1.3M

2 holdings

Mutual Funds

$869K

13 holdings

Participant loans

$114K

1 holding

U.S. Treasuries

$12K

1 holding

					% of plan
State Street Target Retirement 2060 K State Street 0	Other securities	—	—	$2.0M	29.2%
Fidelity 500 Index Fund Fidelity 0	Common Collective Trusts	—	—	$1.3M	19.0%
State Street Target Retirement 2055 K State Street 0	Other securities	—	—	$629K	9.2%
State Street Target Retirement 2050 K State Street 0	Other securities	—	—	$443K	6.5%
State Street Target Retirement 2040 K State Street 0	Other securities	—	—	$381K	5.6%
T. Rowe Price Blue Chip Growth I T. Rowe Price 0	Other securities	—	—	$318K	4.7%
Vanguard Equity Income Adm Vanguard 0	Mutual Funds	—	—	$206K	3.0%
State Street Target Retirement 2045 K State Street 0	Other securities	—	—	$198K	2.9%
Fidelity Mid Cap Index Fidelity 0	Mutual Funds	—	—	$187K	2.7%
Fidelity Small Cap Index Fidelity 0	Mutual Funds	—	—	$184K	2.7%
State Street Target Retirement 2035 K State Street 0	Other securities	—	—	$182K	2.7%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$114K	1.7%
Fidelity International Index Fidelity 0	Mutual Funds	—	—	$108K	1.6%
State Street Target Retirement 2030 K State Street 0	Other securities	—	—	$95K	1.4%
BlackRock High Yield Portfolio K BlackRock 0	Other securities	—	—	$84K	1.2%
American Century Mid Cap Value R6 American Century 0	Other securities	—	—	$79K	1.2%
Carillon Eagle Mid Cap Growth R6 Carillon 0	Other securities	—	—	$66K	1.0%
Fidelity Emerging Markets Index Fidelity 0	Mutual Funds	—	—	$52K	0.8%
American Funds New World R6 American Funds 0	Mutual Funds	—	—	$31K	0.5%
Vanguard Federal Money Market Inv Vanguard 0	Mutual Funds	—	—	$27K	0.4%
Janus Henderson Triton N Janus Henderson 0	Mutual Funds	—	—	$24K	0.3%
State Street Target Retirement 2065 K State 0	Other securities	—	—	$22K	0.3%
Fidelity U.S. Bond Index Fund Fidelity 0	Common Collective Trusts	—	—	$22K	0.3%
DFA U.S. Targeted Value Portfolio I DFA 0	Mutual Funds	—	—	$17K	0.3%
DFA Real Estate Securities Portfolio I DFA 0	Mutual Funds	—	—	$13K	0.2%
Fidelity Long-Term Treasury Bond Ind Fidelity 0	U.S. Treasuries	—	—	$12K	0.2%
Western Asset Core Bond IS Legg Mason 0	Other securities	—	—	$12K	0.2%
DFA Inflation-Protected Sec Port I DFA 0	Mutual Funds	—	—	$9K	0.1%
DFA International Value Portfolio I DFA 0	Mutual Funds	—	—	$7K	0.1%
Thornburg Limited Term Income R6 Thornburg 0	Other securities	—	—	$5K	<0.1%
MFS International Growth R6 MFS 0	Mutual Funds	—	—	$4K	<0.1%
State Street Target Retirement 2025 K State Street 0	Other securities	—	—	$3K	<0.1%
Victory Trivalent Intl Small-Cap R6 Victory 0	Other securities	—	—	$2K	<0.1%
State Street Target Retirement K State Street 0	Other securities	—	—	$1K	<0.1%