Plan Snapshot
- Plan Sponsor: Connexity, INC.
- Sponsor EIN: 330730911
- Sponsor Address: 2120 COLORADO AVENUE, SANTA MONICA, CA, 90404
- Plan Type: 401(k)
- Total Participants: 459
- Total Assets: $95.7M
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 | 459 | $95.7M | $2.1M | $5.8M |
| 2023 | 426 | $78.3M | $746,405 | $2.2M |
| 2022 | 117 | $42.9M | $493,218 | $1.4M |
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 |
|---|---|---|---|---|
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLTHOUSE CARLIN & VAN TRIGT 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 | $70,466 | $29,317 | — | — | — |
| 2023 | $32,149 | $30,099 | — | — | — |
| 2022 | $31,683 | $30,221 | $1,462 | — | — |