CONCORD MANAGEMENT, LTD. 401(k) Plan
What public Form 5500 filings show about the CONCORD MANAGEMENT, LTD. 401(k) plan — and how to find and check your own account.
The CONCORD MANAGEMENT, LTD. 401(k) on its latest Form 5500
CONCORD MANAGEMENT, LTD. (EIN 59-3337579) reports CONCORD MANAGEMENT, LTD. 401(K) PLAN on its most recent Form 5500, with $39.1M in plan assets across 498 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 CONCORD MANAGEMENT, LTD. filing — schedules, fees, and providers.
Who runs the CONCORD MANAGEMENT, LTD. 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 Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your CONCORD MANAGEMENT, LTD. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WELLTH ADVISORY SERVICES, GLOBAL RETIREMENT PARTNERS, CLIFTONLARSONALLEN LLP.
How to check your CONCORD MANAGEMENT, LTD. 401(k)
- Log in to Empower’s participant portal (the site on your statements).
- Ask CONCORD MANAGEMENT, LTD. 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).