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Original filing (PDF)20251013084900NAL0000879505001
CONNECT HOLDING II, LLC
Form 5500
FILING_RECEIVED
BRIGHTSPEED 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,119
Accounts w/ balance
4,070
Plan assets (EOY)
$351.5M
Net assets (EOY)
$351.5M
How this plan invests
This plan
20 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 12 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONNECT HOLDING II, LLC.
Plan sponsor
Name
CONNECT HOLDING II, LLC
EIN
87-3811759
Address
1120 SOUTH TRYON STREET, STE 700 · CHARLOTTE, NC · 28203
Phone
(704) 314-2400
Industry
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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $393K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVIS | 82-1364595 | — | INV ADV, PARTICIPANTS | $31K | — |
| MORNINGSTAR INVESTMENT SERVICE | 36-4410122 | — | INV ADV, PARTICIPANTS | $7K | — |
Investments
23 direct securities · 20 pooled funds· $652.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$350.3M
23 holdings
Common Collective Trust
$302.1M
20 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE TRUST COMPANY | — | — | $0 | $75.8M | 21.6% | |
| T. ROWE PR RT BLND 2035 TRST B T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $75.8M | 21.6% | |
| T. ROWE PR RT BLND 2030 TRST B T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $56.4M | 16.0% | |
| T. ROWE PRICE TRUST COMPANY | — | — | $0 | $56.4M | 16.0% | |
| T. ROWE PR RT BLND 2040 TRST B T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $53.9M | 15.3% | |
| T. ROWE PRICE TRUST COMPANY | — | — | $0 | $53.9M | 15.3% | |
| T. ROWE PRICE TRUST COMPANY | — | — | $0 | $32.0M | 9.1% | |
| T. ROWE PR RT BLND 2025 TRST B T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $32.0M | 9.1% | |
| T. ROWE PR RT BLND 2045 TRST B T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $28.2M | 8.0% | |
| T. ROWE PRICE TRUST COMPANY | — | — | $0 | $28.2M | 8.0% | |
| T. ROWE PRICE TRUST COMPANY | — | — | $0 | $15.5M | 4.4% | |
| Vanguard Group | — | — | $0 | $14.6M | 4.1% | |
| T. ROWE PR RT BLND 2050 TRST B T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $14.6M | 4.1% | |
| T. ROWE PRICE TRUST COMPANY | — | — | $0 | $12.2M | 3.5% | |
| BLACKROCK EQUITY INDEX M FUND BLACKROCK INST TRUST CO · EIN 45-4365907 / PN 001 | Common Collective Trust | — | — | $12.2M | 3.5% | |
| T. ROWE PRICE TRUST COMPANY | — | — | $0 | $10.7M | 3.0% | |
| Participant Loans | — | — | $0 | $10.6M | 3.0% | |
| T. ROWE PRICE TRUST COMPANY | — | — | $0 | $9.6M | 2.7% | |
| T. ROWE PR RT BLND 2055 TRST B T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $9.6M | 2.7% | |
| T. ROWE PRICE TRUST COMPANY | — | — | $0 | $6.1M | 1.7% | |
| T. ROWE PR RT BLND 2020 TRST B T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $6.1M | 1.7% | |
| Blackrock Inst Trust Co | — | — | $0 | $5.8M | 1.7% | |
| T. ROWE PRICE TRUST COMPANY | — | — | $0 | $4.5M | 1.3% | |
| T. ROWE PR RT BLND 2060 TRST B T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $3.7M | 1.0% | |
| T. ROWE PRICE TRUST COMPANY | — | — | $0 | $3.7M | 1.0% | |
| RUSSELL 2500 INDEX M FUND BLACKROCK INST TRUST CO · EIN 46-1431095 / PN 001 | Common Collective Trust | — | — | $3.2M | 0.9% | |
| Schwab Funds | — | — | $0 | $3.2M | 0.9% | |
| JP Morgan Funds | — | — | $0 | $2.1M | 0.6% | |
| T. ROWE PRICE TRUST COMPANY | — | — | $0 | $1.9M | 0.5% | |
| T. ROWE PR RT BLND 2065 TRST B T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.5% | |
| MFS Heritage Trust Company | — | — | $0 | $1.4M | 0.4% | |
| BLKRK MSCI ACWI EX-US IMI IX M BLACKROCK INST TRUST CO · EIN 45-4552994 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.4% | |
| MFS INTL EQUITY CLASS 2 FUND MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 013 | Common Collective Trust | — | — | $1.3M | 0.4% | |
| Principal Life Insurance Company | — | — | $0 | $1.3M | 0.4% | |
| BLACKROCK TOTAL RTN BOND T FD BLACKROCK INST TRUST CO · EIN 47-1246942 / PN 001 | Common Collective Trust | — | $0 | $859K | 0.2% | |
| T. ROWE PR RT BLND 2015 TRST B T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $371K | 0.1% | |
| Blackrock Inst Trust Co | — | — | $0 | $371K | 0.1% | |
| BLACKROCK US DEBT INDEX W FUND BLACKROCK INST TRUST CO · EIN 94-3385892 / PN 001 | Common Collective Trust | — | $0 | $349K | <0.1% | |
| T. ROWE PR RT BLND 2005 TRST B T. ROWE PRICE TRUST COMPANY · EIN 61-6590722 / PN 001 | Common Collective Trust | — | — | $173K | <0.1% | |
| BlackRock INST Trust Co | — | — | $0 | $173K | <0.1% | |
| T. ROWE PR RT BLND 2010 TRST B T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $60K | <0.1% | |
| Alliance Bernstein | — | — | $0 | $60K | <0.1% | |
| INTECH INTL LARGE CAP CORE FD GLOBAL TRUST COMPANY · EIN 30-6537520 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% |
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