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Original filing (PDF)20251009053158NAL0006170609001
CONCORDE, INC.
Form 5500
FILING_RECEIVED
CONCORDE, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
~90 bps in Sched C fees
Active participants
71
Accounts w/ balance
137
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 90 bps in Schedule C fees — 72% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONCORDE, INC..
Plan sponsor
Name
CONCORDE, INC.
EIN
23-2275701
Address
701 MARKET STREET · SUITE 3400 · PHILADELPHIA, PA · 19106
Phone
(215) 587-7690
Industry
Professional & Technical Servicessee 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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KREISCHER MILLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $14K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $10K | — |
Investments
25 direct securities· $2.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % 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% |
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