Plan Snapshot
- Plan Sponsor: Connect Holding Ii, LLC
- Sponsor EIN: 873811759
- Sponsor Address: 1120 SOUTH TRYON STREET, STE 700, CHARLOTTE, NC, 28203
- Plan Type: 401(k)
- Total Participants: 4,119
- Total Assets: $351.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,119 | $351.5M | $11.2M | $28.7M |
| 2023 | 4,167 | $292.4M | $9.8M | $25.9M |
| 2022 | 3,887 | $211.3M | $2.6M | $5.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CROWE, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $445,609 | — | $401,176 | — | — |
| 2023 | $417,615 | — | $380,468 | — | — |
| 2022 | $67,766 | — | $67,718 | — | — |