Retirement plan

PLATINUM CONNECTIONS, LLC 401(K) PROFIT SHARING PLAN

Name: PLATINUM CONNECTIONS, LLC - PLATINUM CONNECTIONS, LLC 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: PLATINUM CONNECTIONS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PLATINUM CONNECTIONS, LLC 401(K) PROFIT SHARING PLAN, PLATINUM CONNECTIONS, LLC

PLATINUM CONNECTIONS, LLCEIN 35-2477428Plan #001PY 2025

2601 NORTHWIND DRIVE - RICHMOND, VA 23233804-364-3075

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$2.1M

+26.7% from 2024

Total participants

-11.1% from 2024

Average account balance

$300,301

+44.8% from 2024

Annual return

15.99%

+4.00 pp from 2024

Benchmarks

See 26,581 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort26,581 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.10M

Not enough data

1 years with asset history on file

Average account balance

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

$300K

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.

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.

87.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$178K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+15.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

$37

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

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2J2T3D

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).
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.
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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$260

$33 / participant

Other / not subdivided$260100.0%

% of EOY assets

0.012%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$300,301

$196,972+52.5%

$182,262+64.8%

$198,609+51.2%

Participation rate

87.5%

85.7%+1.8pp

84.2%+3.3pp

82.4%+5.1pp

Annual return

15.99%

158.27%-142.3pp

140.60%-124.6pp

202.70%-186.7pp

Employer contribution / active EE

$2,778

$5,364-48.2%

$5,046-44.9%

$5,055-45.0%

Participant deferral / active EE

$19,424

$8,643+124.7%

$8,276+134.7%

$6,977+178.4%

Admin fee / account holder

$37

$18,429-99.8%

$16,712-99.8%

$19,030-99.8%

PLATINUM CONNECTIONS, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PLATINUM CONNECTIONS, LLC 401(K) 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