Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CONNELL INTERIORS, LLC
EIN 45-5079870Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$922K assets
Welfare
0
Participants
12
4950 WESTGROVE DR. SUITE 120 - DALLAS, TX 75248972-523-6157
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $922K assets / 12 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#002
CONNELL INTERIORS, LLC CASH BALANCE PLAN
CashBalance
Assets$587K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TRACI CONNELL INTERIORS RETIREMENT PLAN
401k
Assets$335K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CONNELL INTERIORS, LLC CASH BALANCE PLAN | CashBalance | $587K | 5 | 2024 | |
| 001 | TRACI CONNELL INTERIORS RETIREMENT PLAN | 401k | $335K | 7 | 2024 |
Retirement plans