How big is Historical Concepts LLC's plan?

Historical Concepts LLC's plan reported $10.2M in assets and 53 participants for 2024.

Original filing (PDF)20250519111440NAL0002538754001

Historical Concepts LLC

Name: Historical Concepts LLC — Historical Concepts LLC, Form 5500 (2024)
Creator: Historical Concepts LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Historical Concepts LLC 401(k) Plan

401(k) retirement plan · Historical Concepts LLC's Historical Concepts LLC 401(k) Plan held $10.2M in plan assets for 53 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.2M

Net assets (EOY)

$10.2M

People on this filing

Kristy M. Tindall signed Historical Concepts LLC's 2024 Form 5500 as plan administrator.

Kristy M. Tindall — 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

Historical Concepts LLC's EIN is 06-1664459.

EIN 06-1664459

Plan number 001

Plan year 2024

ACK ID 20250519111440NAL0002538754001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Historical Concepts LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Historical Concepts LLC's plan includes profit-sharing, a 401(k) feature, 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 HISTORICAL CONCEPTS LLC.

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Plan health score

Above-average plan

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