Connectria 401(K) Plan — Form 5500 plan (Connectria, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Connectria 401(K) Plan is a benefit plan reported by Connectria, LLC under EIN 43-1757463 and plan number 001. The latest loaded filing year is 2023. The filing reports 262 participants and $21,212,707 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Connectria, LLC
EIN
43-1757463
Plan number
001
Plan type
2
Location
St. Louis, MO
Latest filing year
2023
Participants
262
End-of-year plan assets
$21,212,707

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023262H, C20241205110321NAL0003078883001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,212,707
Total liabilities (EOY)
$0
Net assets (EOY)
$21,212,707
Net assets (BOY)
$19,429,780

Income & contributions

Employer contributions
$466,601
Participant contributions
$1,206,106
Total contributions
$1,689,047
Total income / additions
$5,042,178

Expenses & distributions

Benefits paid
$3,195,356
Administrative expenses
$63,895
Total expenses
$3,259,251
Net increase / (decrease)
$1,782,927

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$30,234$02023
Fiduciary Advisors, Inc.ADVISORS$28,000not reported in the loaded dataset2023
Newport Trust CompanyTRUSTEE$5,661$02023

Related Form 5500 pages