AUMdb

Concentrus, Inc. 401(k) Plan

Sponsored by Concentrus, Inc. · EIN 275381788 · Plan #001

Total assets
$13.5M
Net assets
$13.5M
Active participants
77
With balances
129

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Gallagher Fiduciary Advisors, Llc CRD 146509 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Gallagher Fiduciary Advisors Investment advisory (plan), Direct payment from the plan $44,416
Nwps Contract administrator, Recordkeeping, Participant communication $17,486