Plan Snapshot
- Plan Sponsor: Connectivity Wireless LLC
- Sponsor EIN: 262188150
- Sponsor Address: 3059 PREMIERE PKY STE 100, DULUTH, GA, 30097
- Plan Type: 401(k)
- Total Participants: 46
- Total Assets: $4.4M
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. |
|---|---|---|---|---|
| 2023 | 46 | $4.4M | $277,522 | $570,233 |
| 2022 | 96 | $3.7M | $302,893 | $616,978 |
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 |
|---|---|---|---|---|
| TRIAD ADVISORS, LLC. | Investment Advisor | $23,002 | — | $23,002 |
| PAYCHEX, INC. | Recordkeeper | $20,604 | — | $20,604 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,606
- Estimated Expense Ratio: 1.000% 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 |
|---|---|---|---|---|---|
| 2023 | $23,529 | $12,580 | $10,089 | — | — |
| 2022 | $21,125 | $12,295 | $8,830 | — | — |