Original filing (PDF)20260401220148NAL0001852448046

Concordia Summit

Name: Concordia Summit — Concordia Summit 401(k) Plan, Form 5500 (2025)
Creator: Concordia Summit
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Concordia Summit 401(k) Plan

401(k) retirement plan · Concordia Summit's Concordia Summit 401(k) Plan held $498K in plan assets for 20 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$498K

Net assets (EOY)

$498K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONCORDIA SUMMIT.

Plan sponsor

Name

CONCORDIA SUMMIT

EIN

27-5121564all filings

Address

134 E 40TH ST · FLOOR 5 · NEW YORK, NY · 10016

Phone

(646) 568-1251

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