Original filing (PDF)20250731085825NAL0010121682001

CONCORD AREA TRUST FOR COMMUNI

Name: CONCORD AREA TRUST FOR COMMUNI — 403(B) THRIFT PLAN FOR EMPLOYEES OF CONCORD AREA TRUST FOR COMMUNITY HOUSING, Form 5500 (2024)
Creator: CONCORD AREA TRUST FOR COMMUNI

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF CONCORD AREA TRUST FOR COMMUNITY HOUSING

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$490K

Net assets (EOY)

$490K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONCORD AREA TRUST FOR COMMUNI.

Plan sponsor

Name

CONCORD AREA TRUST FOR COMMUNI

EIN

02-0433505

Address

105 LOUDON RD UNIT 1 · CONCORD, NH · 033015601

Phone

(603) 225-8835

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-31

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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