How big is Connolly Financial Services, LLC's plan?

Connolly Financial Services, LLC's plan reported $704K in assets and 4 participants for 2025.

Original filing (PDF)20260520153218NAL0001880467001

Connolly Financial Services, LLC

Name: Connolly Financial Services, LLC — Connolly Financia, Form 5500 (2025)
Creator: Connolly Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Connolly Financial Services, LLC.

401(k) retirement plan · Connolly Financial Services, LLC's Connolly Financial Services, LLC. held $704K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$704K

Net assets (EOY)

$704K

People on this filing

John Connolly signed Connolly Financial Services, LLC's 2025 Form 5500 as plan administrator.

John 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 81-0934183.

EIN 81-0934183

Plan number 001

Plan year 2025

ACK ID 20260520153218NAL0001880467001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Connolly Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 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