Plan Snapshot
- Plan Sponsor: Connections Employer Solutions LLC
- Sponsor EIN: 821098739
- Sponsor Address: 2390 E CAMELBACK RD STE 400, PHOENIX, AZ, 85016
- Plan Type: 401(k)
- Total Participants: 702
- Total Assets: $16.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 702 | $16.3M | $707,331 | $2.8M |
| 2023 | 517 | $12.8M | $666,113 | $2.3M |
| 2022 | 489 | $10.0M | $461,479 | $2.0M |
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 |
|---|---|---|---|---|
| METZ CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- METZ CPA, PLLC — 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 | $113,791 | $73,583 | — | — | — |
| 2023 | $100,752 | $63,902 | — | — | — |
| 2022 | $88,062 | $62,039 | $26,023 | — | — |