What public Form 5500 filings show about the Concurrent HRO, LLC 401(k) plan — and how to find and check your own account.
Concurrent HRO, LLC (EIN 47-5137893) reports CONCURRENT HRO 401(K) PLAN on its most recent Form 5500, with $61.7M in plan assets across 1,641 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 Concurrent HRO, LLC filing — schedules, fees, and providers.
Concurrent HRO, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Concurrent HRO, LLCHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB BANK, JASON F CLAUSEN P C, CONCURRENT HRO, AMERITAS LIFE INSURANCE, RBF CAPITAL MANAGEMENT.
