Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CONNECTICUT WEALTH MANAGEMENT, LLC
EIN 27-2807213investment managementLatest filing 2024
Plans
2
Retirement
2
$14.4M assets
Welfare
0
Participants
130
281 FARMINGTON AVE. - FARMINGTON, CT 06032860-470-0290ctwealthmgmt.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $14.4M assets / 130 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CONNECTICUT WEALTH MANAGEMENT, LLC 401(K) PLAN
401k
Assets$12.7M
Participants78
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CONNECTICUT WEALTH MANAGEMENT, LLC CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants52
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CONNECTICUT WEALTH MANAGEMENT, LLC 401(K) PLAN | 401k | $12.7M | 78 | 2024 | |
| 002 | CONNECTICUT WEALTH MANAGEMENT, LLC CASH BALANCE PLAN | CashBalance | $1.6M | 52 | 2024 |
Retirement plans