How big is Connolly Financial Services LLC's plan?

Connolly Financial Services LLC's plan reported $245K in assets and 1 participants for 2024.

Original filing (PDF)20250603124434NAL0018368720001

Connolly Financial Services LLC

Name: Connolly Financial Services LLC — Connolly Financial, Form 5500 (2024)
Creator: Connolly Financial Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Connolly Financial Services 401(k)

401(k) retirement plan · Connolly Financial Services LLC's Connolly Financial Services 401(k) held $245K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$245K

Net assets (EOY)

$245K

People on this filing

Patrick Connolly signed Connolly Financial Services LLC's 2024 Form 5500 as plan administrator.

Patrick Connolly — 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

Connolly Financial Services LLC's EIN is 47-4232163.

EIN 47-4232163

Plan number 001

Plan year 2024

ACK ID 20250603124434NAL0018368720001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Connolly Financial Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Connolly Financial Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONNOLLY FINANCIAL SERVICES 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score