What public Form 5500 filings show about the Concora Credit Inc. 401(k) plan — and how to find and check your own account.
Concora Credit Inc. (EIN 20-1723773) reports CONCORA CREDIT INC 401(K) PLAN on its most recent Form 5500, with $43.0M in plan assets across 727 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 Concora Credit Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Concora Credit Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): USI ADVISORS.
