Connectwise, Llc. 401(k) Plan: Login, Facts & Contact Information

Connectwise, Llc. 401(k) Plan Facts

Plan name
CONNECTWISE, LLC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CONNECTWISE, LLC.
Participants
1,699 (1,268 active employees)
Former employees with a balance
576
Plan assets
$122,991,194 at Dec 31, 2024
Average account balance
$68,672 across 1,791 accounts
Employer contributions
$4,874,627 in plan year 2024 (24% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2010
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 8, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $20.1 million went into the plan in contributions, $4.87 million of it from the employer (24%).
  • $15.1 million was paid out to participants.
  • Investment and other income added $15.7 million.
  • Administrative expenses were $265,115, about $148 per account.

How the Connectwise, Llc. 401(k) changed, 2020–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20201,180$69.4 million$1.68 million$8.54 million
20211,435$85.1 million$3.69 million$9.17 million
20221,559$77.8 million$4.24 million$6.48 million
20231,745$102.5 million$4.86 million$7.15 million
20241,699$123.0 million$4.87 million$15.1 million

Connectwise, Llc. 401(k) Contact Information

Phone
813-463-4700
Mailing address
PO BOX 172100, TAMPA FL 33672
Plan sponsor
CONNECTWISE, LLC.
Employer identification number (EIN)
82-1582035
Plan number
001

Questions about the Connectwise, Llc. 401(k)

Does Connectwise, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $4.87 million, 24% of all contributions.

Does the Connectwise, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Connectwise, Llc 401(k) plan?

1,699 participants at the start of plan year 2024, 1,268 of them active employees, and 576 former employees who still had money in the plan.

What is the average 401(k) balance at Connectwise, Llc?

About $68,672 per account: $123.0 million in plan assets across 1,791 accounts with a balance at the end of plan year 2024.

Who manages the Connectwise, Llc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Connectwise, Llc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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