How big is Concept2, Inc.'s plan?

Concept2, Inc.'s plan reported $88.0M in assets and 82 participants for 2025.

Original filing (PDF)20260224145110NAL0001568435001

Concept2, Inc.

Name: Concept2, Inc. — Concept2, Inc. 401(k) Plan, Form 5500 (2025)
Creator: Concept2, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Concept2, Inc. 401(k) Plan

401(k) retirement plan · Concept2, Inc.'s Concept2, Inc. 401(k) Plan held $88.0M in plan assets for 82 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$88.0M

Net assets (EOY)

$88.0M

Plan identifiers

Concept2, Inc.'s EIN is 03-0274113.

EIN 03-0274113

Plan number 002

Plan year 2025

ACK ID 20260224145110NAL0001568435001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Concept2, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Concept2, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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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