Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE CLOSE CONNECTION LTD
EIN 81-2418731Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
6
14 SOUTH HIGH STREET - DUBLIN, OH 43017614-726-9070
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 6 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
THE CLOSE CONNECTION CASH BALANCE PLAN
CashBalance
Assets$1.9M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
THE CLOSE CONNECTION 401(K) PLAN
401k
Assets$616K
Participants3
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 | THE CLOSE CONNECTION CASH BALANCE PLAN | CashBalance | $1.9M | 3 | 2025 | |
| 001 | THE CLOSE CONNECTION 401(K) PLAN | 401k | $616K | 3 | 2025 |
Retirement plans