Original filing (PDF)20250717194556NAL0000430643001

CONNELLY WEALTH MANAGEMENT, LLC

Name: CONNELLY WEALTH MANAGEMENT, LLC — CONNELLY WEALTH MANAGEMENT, LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: CONNELLY WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

CONNELLY WEALTH MANAGEMENT, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONNELLY WEALTH MANAGEMENT, LLC.

Plan sponsor

Name

CONNELLY WEALTH MANAGEMENT, LLC

EIN

87-3157028

Address

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

Phone

(314) 537-4035

Industry

Finance & Insurancesee 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

2025-07-17

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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