Retirement plan

CONNECTION EMPLOYEE 401(K) AND PROFIT SHARING PLAN

Name: PC CONNECTION, INC. - CONNECTION EMPLOYEE 401(K) AND PROFIT SHARING PLAN (2024) Form 5500
Creator: PC CONNECTION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONNECTION EMPLOYEE 401(K) AND PROFIT SHARING PLAN, PC CONNECTION, INC.

PC CONNECTION, INC.EIN 02-0513618Plan #001PY 2024

730 MILFORD ROAD, ROUTE 101A - MERRIMACK, NH 03054603-683-2000pcconnection.comLinkedIn1001-5000 employeesinformation technology and services

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$438.8M

+16.0% from 2023

Total participants

3,235

-4.2% from 2023

Average account balance

$139,581

+20.9% from 2023

Annual return

16.50%

-3.50 pp from 2023

Benchmarks

See 111 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants1,000-4,999

Cohort111 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$438.84M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$140K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

3,144

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

96.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$30.52M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.50%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$-14

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524	Advisory (Plan)	$102,867
CAPFINANCIAL PARTNERS LLC1 year Filed as: CAPTRUST FINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143	Advisory (Plan)	$17,314
BERRY DUNN3 years Filed as: BERRY DUNN MCNEIL & PARKER, LLC Service code 10 · EIN 01-0523282	Accounting	$10,000
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786	Loan Processing	-$174,488

Plan features & details

Pension benefit codes2T3F3H2E2F2G2J2K3D2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

-$44K

$-17 / participant

Investment mgmt$120K0.0%
Contract admin$4K0.0%

% of EOY assets

-0.010%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: BDMP ASSURANCE,LLP
Auditor EIN: 994708358
Audit fees: $10,000
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$139,581

$58,336+139.3%

$97,167+43.7%

$199,768-30.1%

Participation rate

96.5%

63.8%+32.7pp

72.7%+23.8pp

72.0%+24.5pp

Annual return

16.50%

32.81%-16.3pp

75.27%-58.8pp

34.26%-17.8pp

Employer contribution / active EE

$2,713

$1,416+91.6%

$2,729-0.6%

$3,037-10.7%

Participant deferral / active EE

$9,043

$3,240+179.1%

$4,264+112.1%

$5,090+77.7%

Admin fee / account holder

-$14

$114-112.4%

$5,650-100.2%

$269-105.2%

Provider

Service type

Compensation

STRATEGIC ADVISORS, INC.10+ years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$102,867

CAPFINANCIAL PARTNERS LLC1 year

Filed as: CAPTRUST FINANCIAL PARTNERS, LLC

Service code 27 · EIN 26-0058143

Advisory (Plan)

$17,314

BERRY DUNN3 years

Filed as: BERRY DUNN MCNEIL & PARKER, LLC

Service code 10 · EIN 01-0523282

Accounting

$10,000

FIDELITY INVESTMENTS INSTITUTIONAL10+ years

Service code 37 · EIN 04-2647786

Loan Processing

-$174,488

CONNECTION EMPLOYEE 401(K) AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CONNECTION EMPLOYEE 401(K) AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion