How big is Connick and Connick, LLC's plan?

Connick and Connick, LLC's plan reported $703K in assets and 17 participants for 2024.

Original filing (PDF)20251015145544NAL0009875730002

Connick and Connick, LLC

Name: Connick and Connick, LLC — Connick and Connick, LLC, Form 5500 (2024)
Creator: Connick and Connick, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Connick and Connick, LLC Cash Balance Plan

Defined-benefit pension plan · Connick and Connick, LLC's Connick and Connick, LLC Cash Balance Plan held $703K in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$703K

Net assets (EOY)

$703K

People on this filing

William Peter Connick signed Connick and Connick, LLC's 2024 Form 5500 as plan administrator.

William Peter Connick — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Connick and Connick, LLC's EIN is 94-3429585.

EIN 94-3429585

Plan number 002

Plan year 2024

ACK ID 20251015145544NAL0009875730002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Connick and Connick, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Connick and Connick, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONNICK AND CONNICK, LLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score