# Connectone Bank 401(k) Plan
Source: https://planprovider.pro/companies/connectone-bank-401k-plan

> Connectone Bank's 401(k) plan: 479 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Connectone Bank

- **Sponsor EIN:** 201172127

- **Sponsor Address:** 301 SYLVAN AVENUE, ENGLEWOOD CLIFFS, NJ, 07632

- **Plan Type:** 401(k)

- **Total Participants:** 479

- **Total Assets:** $59.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|479|$59.6M|$2.9M|$4.5M|

| 2023|488|$45.9M|$2.5M|$4.3M|

| 2022|481|$35.4M|$2.2M|$3.4M|

## 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|

| SAIPH CAPITAL, LLC|SERVICE PROVIDER|—|$77,602|$77,602|

| VOYA RETIREMENT ADVISORS, LLC|SERVICE PROVIDER|$28,327|—|$28,327|

| LOREN D. STARK COMPANY|THIRD PARTY ADMINISTRATO|—|$23,876|$23,876|

| MORNINGSTAR|SERVICE PROVIDER|—|$7,629|$7,629|

| CROWE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORNINGSTAR](https://planprovider.pro/provider/jp-morgan-asset-management) — SERVICE PROVIDER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $137,434

- **Estimated Expense Ratio:** 0.230% 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|$127,747|—|$127,747|—|—|

| 2023|$47,396|$47,396|—|—|—|

| 2022|$71,613|$71,613|—|—|—|

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