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Original filing (PDF)20251008122237NAL0003272979001
CONNECTWISE, LLC.
Form 5500
FILING_RECEIVED
CONNECTWISE, LLC. 401(K) PLAN
401(k) retirement plan
Active participants
1,268
Accounts w/ balance
1,791
Plan assets (EOY)
$123.0M
Net assets (EOY)
$123.0M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 22 bps in Schedule C fees — 116% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONNECTWISE, LLC..
Plan sponsor
Name
CONNECTWISE, LLC.
EIN
82-1582035
Address
PO BOX 172100 · TAMPA, FL · 33672
Phone
(813) 463-4700
Industry
Data Processing, Hosting· Information / Tech / Mediasee 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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ASSURANCE DIMENSIONS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $137K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | 61-1758632 | — | ADVISOR | $129K | — |
Investments
28 direct securities· $123.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX | — | — | — | $22.9M | 18.6% | |
| BLKRK LP IDX 2050 K | — | — | — | $16.6M | 13.5% | |
| BLKRK LP IDX 2055 K | — | — | — | $15.2M | 12.4% | |
| BLKRK LP IDX 2040 K | — | — | — | $10.4M | 8.4% | |
| BLKRK LP IDX 2045 K | — | — | — | $8.7M | 7.1% | |
| BLKRK LP IDX 2035 K | — | — | — | $8.3M | 6.7% | |
| VANG EXT MKT IDX INS | — | — | — | $7.2M | 5.8% | |
| BLKRK LP IDX 2060 K | — | — | — | $6.1M | 5.0% | |
| VANG TOT STK MKT ADM | — | — | — | $4.2M | 3.4% | |
| BLKRK LP IDX 2030 K | — | — | — | $3.6M | 2.9% | |
| BLKRK LP IDX RTMT K | — | — | — | $3.4M | 2.8% | |
| VANG VMMR-FED MMKT | — | — | — | $2.9M | 2.4% | |
| VANG DEV MKT IDX ADM | — | — | — | $2.7M | 2.2% | |
| Notes receivable from participants (3.25%-9.50%) | — | — | — | $1.7M | 1.4% | |
| VANG BAL INDEX ADM | — | — | — | $1.7M | 1.3% | |
| VANG TOT WLD STK ADM | — | — | — | $1.1M | 0.9% | |
| VANG INTM BD IDX ADM | — | — | — | $1.0M | 0.9% | |
| BLKRK LP IDX 2065 K | — | — | — | $1.0M | 0.8% | |
| VANG EM STK IDX ADM | — | — | — | $1.0M | 0.8% | |
| VANG ST BOND IDX ADM | — | — | — | $825K | 0.7% | |
| VANG HI YLD CORP ADM | — | — | — | $616K | 0.5% | |
| DFA REAL EST SEC I | — | — | — | $346K | 0.3% | |
| VANG FTSE AWSCI ADM | — | — | — | $280K | 0.2% | |
| VANG TOT BD MKT ADM | — | — | — | $269K | 0.2% | |
| DFA GLOB REAL ESTATE | — | — | — | $266K | 0.2% | |
| VANG TOT INTL STK AD | — | — | — | $266K | 0.2% | |
| VG COMMODITY STR ADM | — | — | — | $252K | 0.2% | |
| VG TL INTL BD IDX AD | — | — | — | $158K | 0.1% |