Connection Employee 401(k) And Profit Sharing Plan
Sponsored by Pc Connection, Inc. · EIN 020513618 · Plan #001
- Total assets
- $439M
- Net assets
- $439M
- Active participants
- 2,596
- With balances
- 3,144
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $102,867 |
| Captrust Financial Partners, Llc | Investment advisory (plan) | $17,314 |
| Berry Dunn Mcneil & Parker, Llc | Accounting | $10,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$174,488 |