Form 5500 Search
Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

CONCENTRIC GROUP, INC. 401(k) Plan

What public Form 5500 filings show about the CONCENTRIC GROUP, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$20.0M
Participants
264
Plans on file
1

The CONCENTRIC GROUP, INC. 401(k) on its latest Form 5500

CONCENTRIC GROUP, INC. (EIN 81-3389131) reports CONCENTRIC ADVISORS 401(K) RETIREMENT PLAN on its most recent Form 5500, with $20.0M in plan assets across 264 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full CONCENTRIC GROUP, INC. filing — schedules, fees, and providers.

Who runs the CONCENTRIC GROUP, INC. 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Betterment, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your CONCENTRIC GROUP, INC. 401(k).

How to check your CONCENTRIC GROUP, INC. 401(k)

  • Log in to Betterment’s participant portal (the site on your statements).
  • Ask CONCENTRIC GROUP, INC. HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: CONCENTRIC GROUP, INC. — all Form 5500 filings (EIN 81-3389131) · Washington employer EIN lookup · Form 5500 search
CONCENTRIC GROUP, INC. 401(k) Plan — Form 5500