How big is Connected Accounting, LLC's plan?

Connected Accounting, LLC's plan reported $491K in assets and 12 participants for 2024.

Original filing (PDF)20250721133422NAL0003267026001

Connected Accounting, LLC

Name: Connected Accounting, LLC — Connected Accounting, Form 5500 (2024)
Creator: Connected Accounting, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Connected Accounting 401(k) Plan

401(k) retirement plan · Connected Accounting, LLC's Connected Accounting 401(k) Plan held $491K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$491K

Net assets (EOY)

$491K

People on this filing

Marie Greene signed Connected Accounting, LLC's 2024 Form 5500 as plan administrator.

Marie Greene — 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

Connected Accounting, LLC's EIN is 84-2569230.

EIN 84-2569230

Plan number 001

Plan year 2024

ACK ID 20250721133422NAL0003267026001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Connected Accounting, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Connected Accounting, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONNECTED ACCOUNTING, LLC.

Finding similar companies…

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