How big is Connector Specialists Inc.'s plan?

Connector Specialists Inc.'s plan reported $12.0M in assets and 112 participants for 2024.

Original filing (PDF)20251015125849NAL0004911729001

Connector Specialists Inc.

Name: Connector Specialists Inc. — Connector Specialists, Form 5500 (2024)
Creator: Connector Specialists Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Connector Specialists Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Connector Specialists Inc.'s Connector Specialists Inc. 401(k) Profit Sharing Plan & Trust held $12.0M in plan assets for 112 participants in 2024, with Paychex as recordkeeper.

Signals · 1

Late participant contributions

Active participants

112

Accounts w/ balance

128

Plan assets (EOY)

$12.0M

Net assets (EOY)

$12.0M

People on this filing

Joe Wheelock signed Connector Specialists Inc.'s 2024 Form 5500 as plan administrator.

Joe Wheelock — 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

Connector Specialists Inc.'s EIN is 72-0842811.

EIN 72-0842811

Plan number 001

Plan year 2024

ACK ID 20251015125849NAL0004911729001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Connector Specialists Inc.'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 CONNECTOR SPECIALISTS INC.

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How this plan invests

This plan

22 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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) — 3K (0% of contributions).
Total administrative cost in the bottom quartile of peers (12th percentile).

Plan sponsor

Name

CONNECTOR SPECIALISTS INC

EIN

all filings

Address

1100 N CAUSEWAY BLVD STE 202 · MANDEVILLE, LA · 704713440

Phone

(504) 612-2800

Industry

Wholesale Trade

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PAYCHEX, INC.	16-1124166	ROCHESTER, NY	RECORDKEEPER	$31K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL	04-3046611	SAN DIEGO, CA	ADVISOR	$44K	—

Investments

22 direct securities· $12.0M(100% of reported assets)

Mutual Funds

$7.7M

14 holdings

Common Collective Trusts

$3.8M

4 holdings

Bonds / Notes

$280K

1 holding

Agency / Mortgage-Backed

$151K

1 holding

Common Stocks

$47K

1 holding

Other securities

$30K

1 holding

					% of plan
Vanguard 500 Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$1.9M	16.1%
American Funds 2035 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$1.6M	13.6%
MFS Growth Fund Class R4 Mutual Fund	Mutual Funds	—	—	$1.6M	13.0%
Vanguard Information Technology Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$1.3M	10.9%
American Funds Washington Mutual Investors Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$877K	7.3%
Vanguard Federal Money Market Fund Investor Shares Interest Bearing Cash	Mutual Funds	—	—	$809K	6.7%
American Funds 2045 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$789K	6.6%
American Funds The Income Fund of America Class R-6 Mutual Fund	Mutual Funds	—	—	$596K	5.0%
American Funds EuroPacific Growth Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$356K	3.0%
Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$322K	2.7%
American Funds 2020 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$302K	2.5%
Notes receivable from participants Bearing interest at 4.25%-9.50% -	Bonds / Notes	—	—	$280K	2.3%
American Funds 2040 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$255K	2.1%
American Funds New World Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$239K	2.0%
American Funds 2050 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$237K	2.0%
Vanguard Materials Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$201K	1.7%
Vanguard GNMA Fund Admiral Shares Mutual Fund	Agency / Mortgage-Backed	—	—	$151K	1.3%
American Funds 2025 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$55K	0.5%
Cohen & Steers Real Estate Securities Fund, Inc. Class Institutional Mutual Fund	Common Stocks	—	—	$47K	0.4%
Pioneer Bond Fund Class K Mutual Fund	Other securities	—	—	$30K	0.2%
American Funds 2030 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$13K	0.1%
American Funds 2015 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$8K	<0.1%