· 2022–2024 · DOL EFAST2

Connelly Wealth Management, LLC — Connelly Wealth, Form 5500 (2025)

Original filing (PDF)20260715162543NAL0002387587001

Connelly Wealth Management, LLC

Form 5500-SF

FILING_RECEIVED

Connelly Wealth Management, LLC Cash Balance Plan

Defined-benefit pension plan · Connelly Wealth Management, LLC's Connelly Wealth Management, LLC Cash Balance Plan held $1.8M in plan assets for 3 participants in 2025.

Active participants

3

Accounts w/ balance

—

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

CONNELLY WEALTH MANAGEMENT, LLC

EIN

87-3157028all filings

Address

1401 S. BRENTWOOD BLVD. · SUITE 700 · ST. LOUIS, MO · 63144

Phone

(314) 537-4035

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-15

Pension benefit codes

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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