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  2. Connect Wealth, LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Connect Wealth, LLC

EIN 88-3361972-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$100K assets
Welfare
0
Participants
10
181 HARRY S. TRUMAN PARKWAY, SUITE 175 - ANNAPOLIS, MD 21401410-339-0793
Plans on this EIN
1 filing
#001401(k)-$100K - 10 part

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Retirement#001

CONNECT WEALTH, LLC 401(K) PLAN

401(k)

Assets$100K
Participants10
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CONNECT WEALTH, LLC 401(K) PLAN401(k)$100K102025
Retirement plans
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