Jeffrey Chludzinski signed Concorde, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Concorde, Inc.'s EIN is 23-2275701.
Download the official 2024 Form 5500 (PDF) for Concorde, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Concorde, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $430K | 16.0% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $389K | 14.5% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $303K | 11.3% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $279K | 10.4% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $209K | 7.8% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $201K | 7.5% | |
| PIMCO INCOME FUND - INSTL 185 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $193K | 7.2% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $119K | 4.4% | |
| VANGUARD INTERMEDIATE TERM BON 10 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $105K | 3.9% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $99K | 3.7% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $95K | 3.5% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $44K | 1.6% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $35K | 1.3% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $31K | 1.2% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $25K | 0.9% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $24K | 0.9% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $22K | 0.8% | |
| VAN GLOBAL EQUITY - INV | Registered Investment Companies | — | — | $22K | 0.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $19K | 0.7% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $13K | 0.5% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $11K | 0.4% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $6K | 0.2% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $4K | 0.1% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $2K | <0.1% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
