Original filing (PDF)20250717194255NAL0000855681001

CONNELLY WEALTH MANAGEMENT, LLC

Name: CONNELLY WEALTH MANAGEMENT, LLC — CONNELLY WEALTH MANAGEMENT, LLC 401(K) PLAN, Form 5500 (2024)
Creator: CONNELLY WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

CONNELLY WEALTH MANAGEMENT, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$290K

Net assets (EOY)

$290K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

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

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