How big is Concord Area Trust for Communi's plan?

Concord Area Trust for Communi's plan reported $490K in assets and 14 participants for 2024.

Original filing (PDF)20250731085825NAL0010121682001

Concord Area Trust for Communi

Name: Concord Area Trust for Communi — 403(b) Thrift Plan, Form 5500 (2024)
Creator: Concord Area Trust for Communi
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

403(b) Thrift Plan for Employees of Concord Area Trust for Community Housing

Defined-contribution retirement plan · Concord Area Trust for Communi's 403(b) Thrift Plan for Employees of Concord Area Trust for Community Housing held $490K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$490K

Net assets (EOY)

$490K

People on this filing

Patrick Donahue signed Concord Area Trust for Communi's 2024 Form 5500 as plan administrator.

Patrick Donahue — 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 Area Trust for Communi's EIN is 02-0433505.

EIN 02-0433505

Plan number 001

Plan year 2024

ACK ID 20250731085825NAL0010121682001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Concord Area Trust for Communi's plan includes ERISA 404(c) participant direction, 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 AREA TRUST FOR COMMUNI.

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Plan health score

Top-tier plan health

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