Ahmad Abuzaakouk signed Concept Plus, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Concept Plus, LLC's EIN is 26-3246931.
Download the official 2024 Form 5500 (PDF) for Concept Plus, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Concept Plus, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $19K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MID ATLANTIC FINANCIAL MANAGEMENT I |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| PITTSBURGH, PA |
| INVESTMENT ADVISOR |
| $41K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN CENTURY RD HYBRID 2040 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $3.7M | 20.0% | |
| AMERICAN CENTURY RD HYBRID 2025 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081 | Common Collective Trust | — | — | $3.5M | 19.1% | |
| Fidelity 500 Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $2.3M | 12.3% | |
| AMERICAN CENTURY RD HYBRID 2035 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | — | $1.8M | 9.9% | |
| AMERICAN CENTURY RD HYBRID 2045 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $1.3M | 7.3% | |
| AMERICAN CENTURY RD HYBRID 2030 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | — | — | $1.0M | 5.6% | |
| Empower Investments Fixed Account Guaranteed Investment Contract NR | Stable Value | — | — | $828K | 4.5% | |
| AMERICAN CENTURY RD HYBRID 2055 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | — | — | $553K | 3.0% | |
| AMERICAN CENTURY RD HYBRID 2050 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | — | $494K | 2.7% | |
| Putnam Large Cap Growth Fund Mutual Fund NR | Mutual Funds | — | — | $474K | 2.6% | |
| Blackrock Mid Cap Growth Equity Fund Mutual Fund NR | Other securities | — | — | $416K | 2.3% | |
| Fidelity International Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $336K | 1.8% | |
| AMERICAN CENTURY RD HYBRID 2060 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088 | Common Collective Trust | — | — | $285K | 1.6% | |
| American Funds American Balanced Fund Mutual Fund NR | Mutual Funds | — | — | $245K | 1.3% | |
| Fidelity Small Cap Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $206K | 1.1% | |
| Fidelity Mid Cap Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $195K | 1.1% | |
| Western Asset Core Bond Fund Mutual Fund NR | Other securities | — | — | $106K | 0.6% | |
| Bearing interest at * Participant loans 4.25% to 9.50% - | Bonds / Notes | — | — | $98K | 0.5% | |
| American Century Mid Cap Value Fund Mutual Fund NR | Other securities | — | — | $94K | 0.5% | |
| American Century Small Cap Growth Fund Mutual Fund NR | Other securities | — | — | $82K | 0.4% | |
| Allspring Special Small Cap Value Fund Mutual Fund NR | Other securities | — | — | $79K | 0.4% | |
| American Funds American Mutual Fund Mutual Fund NR | Mutual Funds | — | — | $77K | 0.4% | |
| PGIM High Yield Fund Mutual Fund NR | Other securities | — | — | $63K | 0.3% | |
| AMERICAN CENTURY RD HYBRID 2065 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 089 | Common Collective Trust | — | — | $52K | 0.3% | |
| Franklin International Growth Fund Mutual Fund NR | Mutual Funds | — | — | $23K | 0.1% | |
| JPMorgan Government Bond Fund Mutual Fund NR | U.S. Treasuries | — | — | $19K | 0.1% | |
| AMERICAN CENTURY RD HYBRID IN RET C BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079 | Common Collective Trust | — | — | $17K | <0.1% |
