Concurrent Hro 401(k) Plan
Sponsored by Concurrent Hro, Llc · EIN 475137893 · Plan #001
- Total assets
- $61.7M
- Net assets
- $61.7M
- Active participants
- 1,641
- With balances
- 1,722
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 |
|---|---|---|
| Rbf Capital Management, Inc. CRD 164524 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rbf Capital Management, Inc. | Investment advisory (participants), Investment advisory (plan), Investment management | $201,421 |
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $192,178 |
| Charles Schwab Bank | Custodial (securities), Securities brokerage, Participant loan processing | $19,752 |
| Jason F. Clausen, P.C. | Accounting, Direct payment from the plan | $10,000 |
| Concurrent Hro, Llc | Claims processing, Recordkeeping, Participant loan processing | $5,594 |