How big is The Concept School's plan?

The Concept School's plan reported $657K in assets and 15 participants for 2024.

Original filing (PDF)20250605134511NAL0011607921001

The Concept School

Name: The Concept School — The Concept School 401(k) Plan, Form 5500 (2024)
Creator: The Concept School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Concept School 401(k) Plan

401(k) retirement plan · The Concept School's The Concept School 401(k) Plan held $657K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$657K

Net assets (EOY)

$657K

People on this filing

Jessica Lofgren signed The Concept School's 2024 Form 5500 as plan administrator.

Jessica Lofgren — 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

The Concept School's EIN is 23-7175285.

EIN 23-7175285

Plan number 001

Plan year 2024

ACK ID 20250605134511NAL0011607921001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Concept School from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Concept School's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE CONCEPT SCHOOL.

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Plan health score

Top-tier plan health

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