How big is Concourse Federal Group, LLC's plan?

Concourse Federal Group, LLC's plan reported $4.2M in assets and 56 participants for 2024.

Original filing (PDF)20250724104731NAL0005197121003

Concourse Federal Group, LLC

Name: Concourse Federal Group, LLC — Concourse Advisory, Form 5500 (2024)
Creator: Concourse Federal Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Concourse Advisory Group, LLC 401(k) Plan

401(k) retirement plan · Concourse Federal Group, LLC's Concourse Advisory Group, LLC 401(k) Plan held $4.2M in plan assets for 56 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

Fariha Qureshi signed Concourse Federal Group, LLC's 2024 Form 5500 as plan administrator.

Fariha Qureshi — 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

Concourse Federal Group, LLC's EIN is 26-4397549.

EIN 26-4397549

Plan number 001

Plan year 2024

ACK ID 20250724104731NAL0005197121003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Concourse Federal Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Concourse Federal Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONCOURSE FEDERAL GROUP, 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