# Connectwise, LLC. 401(k) Plan
Source: https://planprovider.pro/companies/connectwise-llc-401k-plan

> Connectwise, LLC.'s 401(k) plan: 1,268 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Connectwise, LLC.

- **Sponsor EIN:** 821582035

- **Sponsor Address:** PO BOX 172100, TAMPA, FL, 33672

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

- **Total Participants:** 1,268

- **Total Assets:** $123.0M

## 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|1,268|$123.0M|$4.9M|$10.5M|

| 2023|1,155|$102.5M|$4.9M|$10.2M|

| 2022|1,212|$77.8M|$4.2M|$8.9M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$136,549|—|$136,549|

| WORLD INVESTMENT ADVISORS LLC|ADVISOR|$128,566|—|$128,566|

| ASSURANCE DIMENSIONS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ASSURANCE DIMENSIONS](https://planprovider.pro/provider/assurance-dimensions-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $265,115

- **Estimated Expense Ratio:** 0.216% 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|$265,115|$128,566|—|—|—|

| 2023|$217,636|$103,448|—|—|—|

| 2022|$229,810|—|—|—|—|

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