Willio Elmore signed Connectwise, LLC.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Connectwise, LLC.'s EIN is 82-1582035.
Download the official 2024 Form 5500 (PDF) for Connectwise, LLC. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Connectwise, LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $137K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | 61-1758632 | — | ADVISOR | $129K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX | Common Collective Trusts | — | — | $22.9M | 18.6% | |
| BLKRK LP IDX 2050 K | Common Collective Trusts | — | — | $16.6M | 13.5% | |
| BLKRK LP IDX 2055 K | Common Collective Trusts | — | — | $15.2M | 12.4% | |
| BLKRK LP IDX 2040 K | Common Collective Trusts | — | — | $10.4M | 8.4% | |
| BLKRK LP IDX 2045 K | Common Collective Trusts | — | — | $8.7M | 7.1% | |
| BLKRK LP IDX 2035 K | Common Collective Trusts | — | — | $8.3M | 6.7% | |
| VANG EXT MKT IDX INS | Common Collective Trusts | — | — | $7.2M | 5.8% | |
| BLKRK LP IDX 2060 K | Common Collective Trusts | — | — | $6.1M | 5.0% | |
| VANG TOT STK MKT ADM | Other securities | — | — | $4.2M | 3.4% | |
| BLKRK LP IDX 2030 K | Common Collective Trusts | — | — | $3.6M | 2.9% | |
| BLKRK LP IDX RTMT K | Common Collective Trusts | — | — | $3.4M | 2.8% | |
| VANG VMMR-FED MMKT | Other securities | — | — | $2.9M | 2.4% | |
| VANG DEV MKT IDX ADM | Common Collective Trusts | — | — | $2.7M | 2.2% | |
| Notes receivable from participants (3.25%-9.50%) | Bonds / Notes | — | — | $1.7M | 1.4% | |
| VANG BAL INDEX ADM | Other securities | — | — | $1.7M | 1.3% | |
| VANG TOT WLD STK ADM | Other securities | — | — | $1.1M | 0.9% | |
| VANG INTM BD IDX ADM | Common Collective Trusts | — | — | $1.0M | 0.9% | |
| BLKRK LP IDX 2065 K | Common Collective Trusts | — | — | $1.0M | 0.8% | |
| VANG EM STK IDX ADM | Common Collective Trusts | — | — | $1.0M | 0.8% | |
| VANG ST BOND IDX ADM | U.S. Treasuries | — | — | $825K | 0.7% | |
| VANG HI YLD CORP ADM | Common Stocks | — | — | $616K | 0.5% | |
| DFA REAL EST SEC I | Mutual Funds | — | — | $346K | 0.3% | |
| VANG FTSE AWSCI ADM | Other securities | — | — | $280K | 0.2% | |
| VANG TOT BD MKT ADM | Other securities | — | — | $269K | 0.2% | |
| DFA GLOB REAL ESTATE | Mutual Funds | — | — | $266K | 0.2% | |
| VANG TOT INTL STK AD | Other securities | — | — | $266K | 0.2% | |
| VG COMMODITY STR ADM | Other securities | — | — | $252K | 0.2% | |
| VG TL INTL BD IDX AD | Common Collective Trusts | — | — | $158K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
