How big is Concord Direct's plan?

Concord Direct's plan reported $12.4M in assets and 75 participants for 2024.

Original filing (PDF)20250625100656NAL0019090626001

Concord Direct

Name: Concord Direct — Concord Direct Employees Retirement, Form 5500 (2024)
Creator: Concord Direct
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Concord Direct Employees Retirement Plan

401(k) retirement plan · Concord Direct's Concord Direct Employees Retirement Plan held $12.4M in plan assets for 75 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.4M

Net assets (EOY)

$12.4M

People on this filing

Peter Cook signed Concord Direct's 2024 Form 5500 as plan administrator.

Peter Cook — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Concord Direct's EIN is 02-0243940.

EIN 02-0243940

Plan number 002

Plan year 2024

ACK ID 20250625100656NAL0019090626001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Concord Direct from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Concord Direct's plan includes automatic enrollment, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONCORD DIRECT.

Finding similar companies…

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score