Plan Snapshot
- Plan Sponsor: Connections Education, LLC.
- Sponsor EIN: 680519943
- Sponsor Address: 509 SOUTH EXETER STREET SUITE 202, BALTIMORE, MD, 21202
- Plan Type: 401(k)
- Total Participants: 4,618
- Total Assets: $106.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 4,618 | $106.4M | $5.9M | $10.6M |
| 2023 | 4,174 | $97.3M | $5.4M | $9.8M |
| 2022 | 4,113 | $72.1M | $4.6M | $8.5M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
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 | $138,888 | — | $138,888 | — | — |
| 2023 | $105,372 | — | $105,372 | — | — |
| 2022 | $104,010 | — | $104,010 | — | — |