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Original filing (PDF)20250723143127NAL0001957971001
CONCORA CREDIT INC.
Form 5500
FILING_RECEIVED
CONCORA CREDIT INC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
727
Accounts w/ balance
572
Plan assets (EOY)
$43.0M
Net assets (EOY)
$43.0M
How this plan invests
This plan
22 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONCORA CREDIT INC..
Plan sponsor
Name
CONCORA CREDIT INC.
EIN
20-1723773
Address
14600 NW GREENBRIER PKWY · BEAVERTON, OR · 970065745
Phone
(503) 268-5833
Industry
Finance & Insurancesee 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
2025-07-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
DELAP, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS, INC. | 06-1397347 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $159K | — |
Investments
21 direct securities · 22 pooled funds· $45.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$27.2M
14 holdings
Uncategorized
$15.1M
21 holdings
Pooled Separate Account
$3.3M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Vanguard Group, Inc. (Vanguard) Vanguard 500 Index Admiral Fund | — | — | — | $6.3M | 14.6% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $4.1M | 9.5% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $3.7M | 8.5% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $3.4M | 8.0% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $3.4M | 7.9% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.9M | 6.8% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.5M | 5.8% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $2.4M | 5.6% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.3M | 5.4% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.8M | 4.2% | |
| Principal Large Cap Growth I Fund | — | — | — | $1.8M | 4.2% | |
| Vanguard Small Cap Index Admiral Fund | — | — | — | $1.3M | 3.0% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.2M | 2.9% | |
| Vanguard Mid Cap Index Admiral Fund | — | — | — | $1.1M | 2.6% | |
| Vanguard Value Index Admiral Fund | — | — | — | $723K | 1.7% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $691K | 1.6% | |
| 2025 to February 2030 and interest rates of 4.25% to 9.50% - | — | — | — | $535K | 1.2% | |
| Dimensional Fund Advisors DFA International Large Cap Growth | — | — | — | $516K | 1.2% | |
| Portfolio Instl Fund Dimensional Fund Advisors DFA Emerging Markets Core Equity 2 I | — | — | — | $425K | 1.0% | |
| Fund Vanguard Total Bond Market Fund | — | — | — | $384K | 0.9% | |
| Principal Small Cap Growth I Fund | — | — | — | $376K | 0.9% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $376K | 0.9% | |
| BlackRock, Inc. BlackRock High Yield Bond K Fund | — | — | — | $327K | 0.8% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $326K | 0.8% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $271K | 0.6% | |
| Principal Small Cap Value II Fund | — | — | — | $223K | 0.5% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $223K | 0.5% | |
| Principal Spectrum Preferred | — | — | — | $211K | 0.5% | |
| PRIN SPEC PREF CAP SEC INC PEM PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 087 | Pooled Separate Account | — | — | $211K | 0.5% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $190K | 0.4% | |
| Prudential Investments, LLC Prudential Total Return Bond Q Fund | — | — | — | $180K | 0.4% | |
| Columbia Management Advisors Columbia Strategic Income I3 Fund | — | — | — | $149K | 0.3% | |
| Principal Mid Cap Value Fund | — | — | — | $146K | 0.3% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $146K | 0.3% | |
| Principal LifeTime Hybrid Income Fund | — | — | — | $88K | 0.2% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $88K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $87K | 0.2% | |
| Pacific Investment Management PIMCO Real Return Institutional Fund | — | — | — | $87K | 0.2% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $83K | 0.2% | |
| Prudential Investments, LLC Prudential Global Real Estate Q Fund | — | — | — | $78K | 0.2% | |
| Delaware Ivy Mid Cap Growth Fund | — | — | — | $73K | 0.2% | |
| MFS Investment Management MFS Mid Cap Value R6 Fund | — | — | — | $67K | 0.2% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $0 | <0.1% |
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