How big is Texcap-Concord Insurance Services, LP's plan?

Texcap-Concord Insurance Services, LP's plan reported $2.9M in assets and 45 participants for 2025.

Original filing (PDF)20260521085933NAL0002414801001

Texcap-Concord Insurance Services, LP

Name: Texcap-Concord Insurance Services, LP — Texcap-Conco, Form 5500 (2025)
Creator: Texcap-Concord Insurance Services, LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Texcap-Concord Insurance Services 401(k) PSP

401(k) retirement plan · Texcap-Concord Insurance Services, LP's Texcap-Concord Insurance Services 401(k) PSP held $2.9M in plan assets for 45 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Scott Grundei signed Texcap-Concord Insurance Services, LP's 2025 Form 5500 as plan administrator.

Scott Grundei — 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

Texcap-Concord Insurance Services, LP's EIN is 20-2685837.

EIN 20-2685837

Plan number 001

Plan year 2025

ACK ID 20260521085933NAL0002414801001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Texcap-Concord Insurance Services, LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Texcap-Concord Insurance Services, LP'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 TEXCAP-CONCORD INSURANCE SERVICES, LP.

Finding similar companies…

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