How big is Concentric Wealth Management LLC's plan?

Concentric Wealth Management LLC's plan reported $3.1M in assets and 6 participants for 2024.

Original filing (PDF)20250715171126NAL0001804531001

Concentric Wealth Management LLC

Name: Concentric Wealth Management LLC — Concentric Wealth, Form 5500 (2024)
Creator: Concentric Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Concentric Wealth Management LLC Retirement Trust

401(k) retirement plan · Concentric Wealth Management LLC's Concentric Wealth Management LLC Retirement Trust held $3.1M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Stewart McGuire signed Concentric Wealth Management LLC's 2024 Form 5500 as plan administrator.

Stewart McGuire — 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

Concentric Wealth Management LLC's EIN is 26-2322896.

EIN 26-2322896

Plan number 001

Plan year 2024

ACK ID 20250715171126NAL0001804531001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Concentric Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Concentric Wealth Management LLC'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 CONCENTRIC WEALTH MANAGEMENT LLC.

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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