Concord Management, Ltd. 401(k) Plan
Sponsored by Concord Management, Ltd. · EIN 593337579 · Plan #001
- Total assets
- $39.1M
- Net assets
- $39.1M
- Active participants
- 498
- With balances
- 664
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cliftonlarsonallen Llp | Accounting | $18,480 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $10,825 |
| Global Retirement Partners Llc | Investment advisory (plan) | $8,807 |
| Wellth Advisory Services Llc | Investment advisory (plan) | $4,585 |