Dana Levadnuk signed Connect Holding II, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Connect Holding II, LLC's EIN is 87-3811759.
Download the official 2024 Form 5500 (PDF) for Connect Holding II, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Connect Holding II, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $393K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT SERVICE | 36-4410122 | — | INV ADV, PARTICIPANTS | $7K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE TRUST COMPANY | Common Stocks | — | $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 | Common Stocks | — | $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 | Common Stocks | — | $0 | $53.9M | 15.3% | |
| T. ROWE PRICE TRUST COMPANY | Common Stocks | — | $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 | Common Stocks | — | $0 | $28.2M | 8.0% | |
| T. ROWE PRICE TRUST COMPANY | Common Stocks | — | $0 | $15.5M | 4.4% | |
| Vanguard Group | Mutual Funds | — | $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 | Common Stocks | — | $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 | Common Stocks | — | $0 | $10.7M | 3.0% | |
| Participant Loans | Participant loans | — | $0 | $10.6M | 3.0% | |
| T. ROWE PRICE TRUST COMPANY | Common Stocks | — | $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 | Common Stocks | — | $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 | Common Stocks | — | $0 | $5.8M | 1.7% | |
| T. ROWE PRICE TRUST COMPANY | Common Stocks | — | $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 | Common Stocks | — | $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 | Mutual Funds | — | $0 | $3.2M | 0.9% | |
| JP Morgan Funds | Other securities | — | $0 | $2.1M | 0.6% | |
| T. ROWE PRICE TRUST COMPANY | Common Stocks | — | $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 | Mutual Funds | — | $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 | Common Stocks | — | $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 | Common Stocks | — | $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 | Common Stocks | — | $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 | Other securities | — | $0 | $60K | <0.1% | |
| INTECH INTL LARGE CAP CORE FD GLOBAL TRUST COMPANY · EIN 30-6537520 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVIS | 82-1364595 | — | INV ADV, PARTICIPANTS | $31K | — |
