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  1. Companies/
  2. Connected Wealth, LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Connected Wealth, LLC

EIN 99-0959175-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$864K assets
Welfare
0
Participants
4
SUITE 540 - CHARLOTTE, NC 28210704-912-5088
Plans on this EIN
2 filings
#002Cash balance-$528K - 2 part#001Profit-sharing-$336K - 2 part

Retirement portfolio analytics

2 plans aggregated / $864K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • CASH BALANCE PLAN (#002)61%
  • E. BROWN 401(K) (#001)39%
Total $864KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)2
  • E. BROWN 401(K) (#001)2
Total 4Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PAUL E. BROWN CASH BALANCE PLAN

Cash balance

Assets$528K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

PAUL E. BROWN 401(K) PLAN

Profit-sharing

Assets$336K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PAUL E. BROWN CASH BALANCE PLANCash balance$528K22025
001PAUL E. BROWN 401(K) PLANProfit-sharing$336K22025
Retirement plans
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