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Original filing (PDF)20250509152150NAL0010034259001
CONCORD ORTHOPAEDICS PROFESSIONAL ASSOCIATION
Form 5500
FILING_RECEIVED
CONCORD ORTHOPAEDICS PROFESSIONAL ASSOCIATION 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
185
Accounts w/ balance
223
Plan assets (EOY)
$74.4M
Net assets (EOY)
$74.4M
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (1 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONCORD ORTHOPAEDICS PROFESSIONAL ASSOCIATION.
Plan sponsor
Name
CONCORD ORTHOPAEDICS PROFESSIONAL ASSOCIATION
EIN
02-0314423
Address
264 PLEASANT STREET · CONCORD, NH · 03301
Phone
(603) 224-3368
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-08-01
Tax period
2024-07-31
Filed
2025-05-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
NATHAN WECHSLER & CO., P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | — | RECORDKEEPER | $3K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NBT BANK DBA THIRD PARTY ADMINISTRA | — | BEDFORD, NH | CONTRACT ADMIN | $2K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER FINANCIAL SERVICES | — | GREENWOOD VILLAGE, CO | — | $650 | — |
| EMPOWER FINANCIAL SERVICES | — | GREENWOOD VILLAGE, CO | — | $0 | — |
| EMPOWER FINANCIAL SERVICES | — | GREENWOOD VILLAGE, CO | — | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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