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Original filing (PDF)20251010121520NAL0004226467001
CONCO SERVICES LLC
Form 5500
FILING_RECEIVED
THE CONCO 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
495
Accounts w/ balance
553
Plan assets (EOY)
$23.3M
Net assets (EOY)
$23.3M
How this plan invests
This plan
1 pooled trust
Schedule D
32 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONCO SERVICES LLC.
Plan sponsor
Name
CONCO SERVICES LLC
EIN
25-1567394
Address
530 JONES ST · VERONA, PA · 151471121
Phone
(412) 828-1166
Industry
Other Services (ex. Public Admin)see 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
SCHNEIDER DOWNS & CO., INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $45K | — |
| PNC BANK NATIONAL ASSOCIATION | 22-1146430 | — | RETAINED BY EMPLOYER | $27K | — |
Investments
31 direct securities · 1 pooled fund· $23.1M(99% 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
$22.8M
31 holdings
Common Collective Trust
$315K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Wellington Fund Admiral N/A | — | — | — | $3.5M | 14.9% | |
| Various Self-Direct Brokerage Accounts N/A | — | — | — | $2.9M | 12.5% | |
| MFS Growth Fund R6 N/A | — | — | — | $2.4M | 10.3% | |
| Vanguard Target Retirement 2035 Fund N/A | — | — | — | $2.2M | 9.6% | |
| Vanguard 500 Index Fund Admiral N/A | — | — | — | $2.2M | 9.5% | |
| Vanguard Target Retirement 2025 Fund N/A | — | — | — | $1.8M | 7.6% | |
| Vanguard Target Retirement 2045 Fund N/A | — | — | — | $872K | 3.7% | |
| Vanguard Target Retirement 2055 Fund N/A | — | — | — | $612K | 2.6% | |
| Vanguard Target Retirement 2050 Fund N/A | — | — | — | $591K | 2.5% | |
| Vanguard Windsor II Fund Admiral N/A | — | — | — | $574K | 2.5% | |
| Vanguard Total Stock Market Index Fund N/A | — | — | — | $552K | 2.4% | |
| Participant Loans Interest rates range from 4.25% to 9.75% with various - | — | — | — | $519K | 2.2% | |
| Vanguard Explorer Fund Admiral N/A | — | — | — | $512K | 2.2% | |
| Vanguard Target Retirement 2040 Fund N/A | — | — | — | $388K | 1.7% | |
| Vanguard Selected Value Fund N/A | — | — | — | $381K | 1.6% | |
| Vanguard Small-Cap Value Index Fund Admiral N/A | — | — | — | $355K | 1.5% | |
| T. ROWE PRICE STABLE VALUE FUND A T. ROWE PRICE STABLE VALUE TRUST FUND · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $315K | 1.4% | |
| Vanguard Small-Cap Index Fund Admiral N/A | — | — | — | $312K | 1.3% | |
| Vanguard Target Retirement 2060 Fund N/A | — | — | — | $308K | 1.3% | |
| Vanguard International Growth Fund Admiral N/A | — | — | — | $295K | 1.3% | |
| Vanguard Target Retirement 2030 Fund N/A | — | — | — | $269K | 1.2% | |
| Vanguard Developed Market Index Fund Admiral N/A | — | — | — | $231K | 1.0% | |
| Allspring Core Bond Fund R6 N/A | — | — | — | $221K | 0.9% | |
| Vanguard Total Bond Market Index Fund Admiral N/A | — | — | — | $185K | 0.8% | |
| Dodge & Cox International Stock Fund N/A | — | — | — | $154K | 0.7% | |
| Vanguard Target Retirement Income Fund N/A | — | — | — | $107K | 0.5% | |
| Vanguard Target Retirement 2065 Fund N/A | — | — | — | $100K | 0.4% | |
| MFS Mid Cap Growth Fund N/A | — | — | — | $96K | 0.4% | |
| Vanguard Mid Cap Index Fund Admiral N/A | — | — | — | $64K | 0.3% | |
| Vanguard Real Estate Index Fund Admiral N/A | — | — | — | $36K | 0.2% | |
| Vanguard Target Retirement 2070 Fund N/A | — | — | — | $17K | <0.1% | |
| JPMorgan U.S. Government Money Market Fund N/A | — | — | — | $17K | <0.1% |
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