Assets by plan
Share of aggregate retirement assets
Filings through .
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
401(k)
401(k)
Fully insured - INDEPENDENCE LIFE AND ANNUITY COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CONNECT SERVICE SOLUTIONS 401(K) SAFE HARBOR PLAN | 401(k) | $5.7M | 228 | 2025 | |
| 002 | CONNECT SERVICE SOLUTIONS 401(K) PLAN | 401(k) | $52K | 37 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | CONNECT SERVICE SOLUTIONS, LLC WRAP PLAN | Fully insured | INDEPENDENCE LIFE AND ANNUITY COMPANY | $724K | 395 | 2025 |