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THE CONCORD CONSORTIUM, INCORPORATE — THE CONCORD CONSORTIUM, INC RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250721150332NAL0004195666001
THE CONCORD CONSORTIUM, INCORPORATE
Form 5500-SF
FILING_RECEIVED
THE CONCORD CONSORTIUM, INC RETIREMENT PLAN
403(b) retirement plan
Active participants
36
Accounts w/ balance
—
Plan assets (EOY)
$23.2M
Net assets (EOY)
$23.2M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE CONCORD CONSORTIUM, INCORPORATE
.
Find decision makers
Plan sponsor
Name
THE CONCORD CONSORTIUM, INCORPORATE
EIN
04-3254131
Address
25 LOVE LN · CONCORD, MA · 017422345
Phone
(978) 405-3200
Industry
Educational Services
see 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
2025-07-21
Pension benefit codes
2L · 403(b)(1) annuity
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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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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