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Original filing (PDF)20260310145658NAL0003918641001
CONCURRENT TECHNOLOGIES CORPORATION
Form 5500
FILING_RECEIVED
CONCURRENT TECHNOLOGIES CORPORATION RETIREMENT SAVINGS PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
418
Accounts w/ balance
1,355
Plan assets (EOY)
$226.2M
Net assets (EOY)
$226.2M
How this plan invests
This plan
5 pooled trusts
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (7 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONCURRENT TECHNOLOGIES CORPORATION.
Plan sponsor
Name
CONCURRENT TECHNOLOGIES CORPORATION
EIN
25-1556708
Address
100 CTC DRIVE · JOHNSTOWN, PA · 15904
Phone
(800) 282-4392
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $75K | — |
| TIAA | 13-1624203 | — | NONE | $63K | — |
| BDO USA, P.C. | 13-5381590 | — | NONE | $19K | — |
Investments
35 direct securities · 5 pooled funds· $226.3M(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.
Uncategorized
$198.6M
34 holdings
Mutual Funds
$11.6M
1 holding
Common Collective Trust
$8.2M
4 holdings
Pooled Separate Account
$7.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Variable Annuity Contracts * CREF Stock R2 CREF Account | — | — | — | $37.1M | 16.4% | |
| Fixed Annuity Contracts * TIAA Traditional Annuity Traditional Annuity | — | — | — | $35.4M | 15.7% | |
| CREF Growth R2 CREF Account | — | — | — | $25.4M | 11.2% | |
| CREF Global Equities R2 CREF Account | — | — | — | $12.3M | 5.5% | |
| Vanguard 500 Index Admiral Mutual Fund | Mutual Funds | — | — | $11.6M | 5.1% | |
| CREF Equity Index R2 CREF Account | — | — | — | $11.1M | 4.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $7.8M | 3.4% | |
| MFS Intl Diversification Class R6 Mutual Fund | — | — | — | $7.8M | 3.4% | |
| CREF Social Choice R2 CREF Account | — | — | — | $7.1M | 3.1% | |
| Nuveen Lifecycle 2035-Prem Mutual Fund | — | — | — | $5.3M | 2.3% | |
| Nuveen Lifecycle 2045-Prem Mutual Fund | — | — | — | $5.0M | 2.2% | |
| Nuveen Lifecycle 2030-Prem Mutual Fund | — | — | — | $4.8M | 2.1% | |
| Vanguard Small-Cap Index Admiral Mutual Fund | — | — | — | $4.6M | 2.0% | |
| Nuveen Lifecycle 2040-Prem Mutual Fund | — | — | — | $4.6M | 2.0% | |
| COLUMBIA TRUST DIV INCOME CAP AMERIPRISE TRUST COMPANY · EIN 87-1854339 / PN 090 | Common Collective Trust | — | — | $4.4M | 1.9% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund | — | — | — | $3.9M | 1.7% | |
| JPMorgan Large Cap Growth R6 Mutual Fund | — | — | — | $3.7M | 1.6% | |
| Nuveen Lifecycle 2050-Prem Mutual Fund | — | — | — | $3.5M | 1.5% | |
| CREF Bond Market R2 CREF Account | — | — | — | $2.9M | 1.3% | |
| Nuveen Lifecycle 2025-Prem Mutual Fund | — | — | — | $2.5M | 1.1% | |
| Investments at Contract Value * TIAA Stable Value Traditional Annuity | — | — | — | $2.5M | 1.1% | |
| CREF Money Market R2 CREF Account | — | — | — | $2.5M | 1.1% | |
| Vanguard Mid-Cap Index Adm Mutual Fund | — | — | — | $2.5M | 1.1% | |
| American Cent Mid Cap Value Fund R6 Mutual Fund | — | — | — | $2.2M | 1.0% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $2.0M | 0.9% | |
| Nuveen Lifecycle 2020-Prem Mutual Fund | — | — | — | $2.0M | 0.9% | |
| Vanguard Total Bond Market Index Admiral Mutual Fund | — | — | — | $2.0M | 0.9% | |
| Loomis Sayles Core Plus Bond Mutual Fund | — | — | — | $1.8M | 0.8% | |
| Nuveen Lifecycle 2055-Prem Mutual Fund | — | — | — | $1.7M | 0.7% | |
| MASSMUTUAL SM CP GR EQ CIT CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271375 / PN 756 | Common Collective Trust | — | — | $1.4M | 0.6% | |
| Nuveen Lifecycle 2060-Prem Mutual Fund | — | — | — | $1.3M | 0.6% | |
| CREF Inflation-Linked Bond R2 CREF Account | — | — | — | $1.2M | 0.5% | |
| Allspring Spec Small Cap Val R6 Mutual Fund | — | — | — | $589K | 0.3% | |
| Nuveen Lifecycle 2015-Prem Mutual Fund | — | — | — | $513K | 0.2% | |
| Driehaus Emerging Markets Growth Inst | — | — | — | $387K | 0.2% | |
| DREIHAUS EMERGING MRKTS GRW C RELIANCE TRUST COMPANY · EIN 37-6553761 / PN 001 | Common Collective Trust | — | — | $387K | 0.2% | |
| Nuveen Lifecycle 2065-Prem Mutual Fund | — | — | — | $362K | 0.2% | |
| Nuveen Lifecycle 2010-Prem Mutual Fund | — | — | — | $260K | 0.1% | |
| TIAA Traditional Benefit Traditional Annuity | — | — | — | $71K | <0.1% | |
| Nuveen Lifecycle Ret Inc Perm Mutual Fund | — | — | — | $1K | <0.1% |