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Original filing (PDF)20251010153452NAL0004753219001
CONNEXIN SOFTWARE, INC.
Form 5500
FILING_RECEIVED
CONNEXIN SOFTWARE, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
174
Accounts w/ balance
282
Plan assets (EOY)
$17.4M
Net assets (EOY)
$17.4M
How this plan invests
This plan
11 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONNEXIN SOFTWARE, INC..
Plan sponsor
Name
CONNEXIN SOFTWARE, INC.
EIN
52-1382750
Address
602 OFFICE CENTER DRIVE · SUITE 350 · FORT WASHINGTON, PA · 19043
Phone
(800) 218-9916
Industry
All Other Professional Services· Professional & Technical Servicessee 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
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)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $29K | — |
| MML INVESTOR SVCS | — | SPRINGFIELD, MA | NONE | $26K | — |
Investments
20 direct securities · 11 pooled funds· $17.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$10.7M
11 holdings
Uncategorized
$6.6M
20 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIMCO REALPATH BLEND 2050 I SEI TRUST (PIMCO) · EIN 84-4384278 / PN 024 | Common Collective Trust | — | — | $3.0M | 17.5% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $2.3M | 13.1% | |
| PIMCO REALPATH BLEND 2030 I SEI TRUST (PIMCO) · EIN 84-4313577 / PN 020 | Common Collective Trust | — | — | $1.6M | 9.3% | |
| PIMCO REALPATH BLEND 2040 I SEI TRUST (PIMCO) · EIN 84-4353277 / PN 022 | Common Collective Trust | — | — | $1.6M | 9.3% | |
| PIMCO REALPATH BLEND 2035 I SEI TRUST (PIMCO) · EIN 84-4332975 / PN 021 | Common Collective Trust | — | — | $1.2M | 7.2% | |
| PIMCO REALPATH BLEND 2055 I SEI TRUST (PIMCO) · EIN 84-4410629 / PN 025 | Common Collective Trust | — | — | $1.1M | 6.3% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $915K | 5.3% | |
| PIMCO REALPATH BLEND 2060 I SEI TRUST (PIMCO) · EIN 84-4428760 / PN 026 | Common Collective Trust | — | — | $763K | 4.4% | |
| PIMCO REALPATH BLEND 2045 I SEI TRUST (PIMCO) · EIN 84-4363123 / PN 023 | Common Collective Trust | — | — | $715K | 4.1% | |
| Vanguard Health Care Adm Vanguard 0 | — | — | — | $629K | 3.6% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $404K | 2.3% | |
| Vanguard Wellington Admiral Vanguard 0 | — | — | — | $380K | 2.2% | |
| JPMorgan Mid Cap Growth R6 JP Morgan 0 | — | — | — | $379K | 2.2% | |
| PIMCO REALPATH BLEND 2025 I SEI TRUST (PIMCO) · EIN 84-4306238 / PN 019 | Common Collective Trust | — | — | $357K | 2.1% | |
| Vanguard Energy Index Adm Vanguard 0 | — | — | — | $252K | 1.4% | |
| Allspring Core Plus Bond R6 Allspring 0 | — | — | — | $212K | 1.2% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $171K | 1.0% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $168K | 1.0% | |
| Vanguard Windsor II Adm Vanguard 0 | — | — | — | $164K | 0.9% | |
| Vanguard Long-Term Bond Index Adm Vanguard 0 1 Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $161K | 0.9% | |
| PIMCO REALPATH BLEND 2065 I SEI TRUST (PIMCO) · EIN 92-1459838 / PN 032 | Common Collective Trust | — | — | $139K | 0.8% | |
| Contribution Account Ascensus Trust Company 0 | — | — | — | $93K | 0.5% | |
| Vanguard Selected Value Inv Vanguard 0 | — | — | — | $87K | 0.5% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $77K | 0.4% | |
| Virtus Duff & Phelps Real Estate Sec R6 Virtus 0 | — | — | — | $74K | 0.4% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $65K | 0.4% | |
| SMALL CAP VALUE III R1 GREAT GRAY TRUST · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $63K | 0.4% | |
| MFS International Equity R6 MFS 0 | — | — | — | $63K | 0.4% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $45K | 0.3% | |
| PIMCO REALPATH BLEND INCOME I SEI TRUST (PIMCO) · EIN 84-4282179 / PN 018 | Common Collective Trust | — | — | $30K | 0.2% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 | — | — | — | $9K | <0.1% |
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