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Original filing (PDF)20241011080552NAL0022382017001
CONNECTED SOLUTIONS GROUP, LLC
Form 5500
FILING_RECEIVED
CONNECTED SOLUTIONS GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
180
Accounts w/ balance
199
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
How this plan invests
This plan
35 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONNECTED SOLUTIONS GROUP, LLC.
Plan sponsor
Name
CONNECTED SOLUTIONS GROUP, LLC
EIN
47-5306845
Address
8529 MEADOWBRIDGE ROAD · SUITE 300 · MECHANICSVILLE, OK · 23116
Phone
(804) 396-5985
Industry
Information / Tech / Mediasee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
KEITER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
35 pooled funds· $1.5M(93% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MYCOMPASS IND MOD 2055 FD R VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 071 | Pooled Separate Account | $613K | 38.4% |
| MYCOMPASS IND MOD 2045 FD R VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 071 | Pooled Separate Account | $218K | 13.7% |
| MYCOMPASS IND CNS 2045 F R VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $138K | 8.7% |
| VANGRD 500 INDEX FUND ADM VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 071 | Pooled Separate Account | $77K | 4.8% |
| MYCOMPASS IND MOD 2035 FD R VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 071 | Pooled Separate Account | $70K | 4.4% |
| MYCOMPASS IND AGG 2035 FD R VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $56K | 3.5% |
| TRWPR BLUE CHIP GROWTH FND I VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 071 | Pooled Separate Account | $52K | 3.3% |
| MYCOMPASS IND MOD RET FD R VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 071 | Pooled Separate Account | $34K | 2.1% |
| MYCOMPASS IND CNS RET FD R VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 071 | Pooled Separate Account | $28K | 1.7% |
| MYCOMPASS IND AGG 2055 FD R VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $27K | 1.7% |
| MYCOMPASS IND MOD 2065 FD R VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 071 | Pooled Separate Account | $25K | 1.6% |
| BLACKROCK MID-CAP GRW EQ POR K VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $21K | 1.3% |
| MYCOMPASS IND AGG RET FD R VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $16K | 1.0% |
| VANGRD TOT BD MKT IND FD ADMVANGRD VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 071 | Pooled Separate Account | $16K | 1.0% |
| MYCOMPASS IND MOD 2025 FD R VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 071 | Pooled Separate Account | $14K | 0.9% |
| COHEN&STEERS REAL EST S FD Z VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $13K | 0.8% |
| VANGRD DEV MKTS INDEX FD ADM VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 071 | Pooled Separate Account | $10K | 0.7% |
| VANGRD MID-CAP INDEX FUND ADM VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 071 | Pooled Separate Account | $10K | 0.6% |
| DFA INFL-PROT SEC PORT INS VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $8K | 0.5% |
| MFS INTERNATIONAL GRW FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $6K | 0.4% |
| MYCOMPASS IND CNS 2055 F RUITY CO VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 071 | Pooled Separate Account | $5K | 0.3% |
| VOYA FIXED ACCOUNT (4450) VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 071 | Pooled Separate Account | $5K | 0.3% |
| MYCOMPASS IND AGG 2045 FD R VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $5K | 0.3% |
| JANUS HNDR MULTI-SECTOR INC N VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $3K | 0.2% |
| PGIM TOTAL RETURN BOND FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 071 | Pooled Separate Account | $3K | 0.2% |
| VANGRD SMALL-CAP INDEX FND ADM VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 071 | Pooled Separate Account | $3K | 0.2% |
| PGIM GLOBAL TOTAL RETURN FD R6 VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 071 | Pooled Separate Account | $3K | 0.2% |
| VOYA GV MNY MKT F A (HLD ACCT) VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 071 | Pooled Separate Account | $897 | <0.1% |
| MYCOMPASS IND AGG 2065 F R VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $636 | <0.1% |
| AMERICAN FUNDS NEW WORLD R6 VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $407 | <0.1% |
| UNDISCOVERD MNGRS BHV VL F R6 VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 071 | Pooled Separate Account | $390 | <0.1% |
| AMCEN MID CAP VALUE FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $17 | <0.1% |
| JANUS HNDR TRITON FD N VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 071 | Pooled Separate Account | $13 | <0.1% |
| MYCOMPASS IND CNS 2025 F R VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| MYCOMPASS IND AGG 2025 FD R VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | <0.1% |
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