Original filing (PDF)20251003102658NAL0002091104001

CONNOLLY, TACON & MESERVE

Name: CONNOLLY, TACON & MESERVE — CONNOLLY, TACON & MESERVE 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CONNOLLY, TACON & MESERVE

Form 5500-SF

FILING_RECEIVED

CONNOLLY, TACON & MESERVE 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.6M

Net assets (EOY)

$7.6M

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 CONNOLLY, TACON & MESERVE.

Plan sponsor

Name

CONNOLLY, TACON & MESERVE

EIN

91-1398207

Address

825 5TH AVE SE · OLYMPIA, WA · 98501

Phone

(360) 943-6747

Industry

Law Offices· Professional & Technical Servicessee 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

2025-10-03

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

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