# Connect Holding Ii, LLC 401(k) Plan
Source: https://planprovider.pro/companies/connect-holding-ii-llc-401k-plan

> Connect Holding Ii, LLC's 401(k) plan: 4,119 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$392,711|—|$392,711|

| PRIME CAPITAL INVESTMENT ADVIS|INV ADV, PARTICIPANTS|$31,368|—|$31,368|

| MORNINGSTAR INVESTMENT SERVICE|INV ADV, PARTICIPANTS|$6,643|—|$6,643|

| CROWE, LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $430,722

- **Estimated Expense Ratio:** 0.123% of plan assets

### 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|—|—|

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