Jay Bleehash signed Concurrent Technologies Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Concurrent Technologies Corporation's EIN is 25-1556708.
Download the official 2024 Form 5500 (PDF) for Concurrent Technologies Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Concurrent Technologies Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $75K | — |
| BDO USA, P.C. | 13-5381590 | — | NONE | $19K |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Variable Annuity Contracts * CREF Stock R2 CREF Account | Mutual Funds | — | — | $37.1M | 16.4% | |
| Fixed Annuity Contracts * TIAA Traditional Annuity Traditional Annuity | Mutual Funds | — | — | $35.4M | 15.7% | |
| CREF Growth R2 CREF Account | Mutual Funds | — | — | $25.4M | 11.2% | |
| CREF Global Equities R2 CREF Account | Mutual Funds | — | — | $12.3M | 5.5% | |
| Vanguard 500 Index Admiral Mutual Fund | Mutual Funds | — | — | $11.6M | 5.1% | |
| CREF Equity Index R2 CREF Account | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $7.8M | 3.4% | |
| CREF Social Choice R2 CREF Account | Mutual Funds | — | — | $7.1M | 3.1% | |
| Nuveen Lifecycle 2035-Prem Mutual Fund | Mutual Funds | — | — | $5.3M | 2.3% | |
| Nuveen Lifecycle 2045-Prem Mutual Fund | Mutual Funds | — | — | $5.0M | 2.2% | |
| Nuveen Lifecycle 2030-Prem Mutual Fund | Mutual Funds | — | — | $4.8M | 2.1% | |
| Vanguard Small-Cap Index Admiral Mutual Fund | Mutual Funds | — | — | $4.6M | 2.0% | |
| Nuveen Lifecycle 2040-Prem Mutual Fund | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $3.9M | 1.7% | |
| JPMorgan Large Cap Growth R6 Mutual Fund | Other securities | — | — | $3.7M | 1.6% | |
| Nuveen Lifecycle 2050-Prem Mutual Fund | Mutual Funds | — | — | $3.5M | 1.5% | |
| CREF Bond Market R2 CREF Account | Mutual Funds | — | — | $2.9M | 1.3% | |
| Nuveen Lifecycle 2025-Prem Mutual Fund | Mutual Funds | — | — | $2.5M | 1.1% | |
| Investments at Contract Value * TIAA Stable Value Traditional Annuity | Stable Value | — | — | $2.5M | 1.1% | |
| CREF Money Market R2 CREF Account | Mutual Funds | — | — | $2.5M | 1.1% | |
| Vanguard Mid-Cap Index Adm Mutual Fund | Mutual Funds | — | — | $2.5M | 1.1% | |
| American Cent Mid Cap Value Fund R6 Mutual Fund | Other securities | — | — | $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 | Mutual Funds | — | — | $2.0M | 0.9% | |
| Vanguard Total Bond Market Index Admiral Mutual Fund | Mutual Funds | — | — | $2.0M | 0.9% | |
| Loomis Sayles Core Plus Bond Mutual Fund | Other securities | — | — | $1.8M | 0.8% | |
| Nuveen Lifecycle 2055-Prem Mutual Fund | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $1.3M | 0.6% | |
| CREF Inflation-Linked Bond R2 CREF Account | Mutual Funds | — | — | $1.2M | 0.5% | |
| Allspring Spec Small Cap Val R6 Mutual Fund | Other securities | — | — | $589K | 0.3% | |
| Nuveen Lifecycle 2015-Prem Mutual Fund | Mutual Funds | — | — | $513K | 0.2% | |
| Driehaus Emerging Markets Growth Inst | Other securities | — | — | $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 | Mutual Funds | — | — | $362K | 0.2% | |
| Nuveen Lifecycle 2010-Prem Mutual Fund | Mutual Funds | — | — | $260K | 0.1% | |
| TIAA Traditional Benefit Traditional Annuity | Mutual Funds | — | — | $71K | <0.1% | |
| Nuveen Lifecycle Ret Inc Perm Mutual Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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