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Original filing (PDF)20250910130508NAL0035568208001
CONCENTRUS, INC.
Form 5500
FILING_RECEIVED
CONCENTRUS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
77
Accounts w/ balance
129
Plan assets (EOY)
$13.5M
Net assets (EOY)
$13.5M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 46 bps in Schedule C fees — 59% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONCENTRUS, INC..
Plan sponsor
Name
CONCENTRUS, INC.
EIN
27-5381788
Address
1550 VALLEY VISTA DR, STE 230 · DIAMOND BAR, CA · 91765
Phone
(626) 638-3700
Industry
Wholesale Tradesee 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
2025-09-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HOLTHOUSE CARLIN & VAN TRIGT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS | 36-4291971 | — | NONE | $44K | — |
| NWPS | 91-2090931 | — | NONE | $17K | — |
Investments
26 direct securities · 1 pooled fund· $13.1M(97% 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
$12.9M
26 holdings
Common Collective Trust
$231K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2050 Fund Asset Allocation Mutual Fund | — | — | — | $2.3M | 17.1% | |
| BlackRock LifePath Index 2045 Fund Asset Allocation Mutual Fund | — | — | — | $1.3M | 9.5% | |
| DFA Large Cap International Fund Mutual Fund | — | — | — | $1.0M | 7.5% | |
| BlackRock LifePath Index 2040 Fund Asset Allocation Mutual Fund | — | — | — | $934K | 6.9% | |
| BlackRock LifePath Index 2035 Fund Asset Allocation Mutual Fund | — | — | — | $896K | 6.7% | |
| Vanguard Emerging Markets Stock Index Fund Mutual Fund | — | — | — | $859K | 6.4% | |
| BlackRock LifePath Index 2055 Fund Asset Allocation Mutual Fund | — | — | — | $690K | 5.1% | |
| JPMorgan Large Cap Growth Fund Mutual Fund | — | — | — | $665K | 4.9% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | — | — | — | $557K | 4.1% | |
| American Funds New Perspective Fund Mutual Fund | — | — | — | $539K | 4.0% | |
| Vanguard 500 Index Fund Mutual Fund | — | — | — | $491K | 3.6% | |
| Invesco Gold & Special Minerals Fund Mutual Fund | — | — | — | $440K | 3.3% | |
| BlackRock LifePath Index Retirement Fund Mutual Fund | — | — | — | $349K | 2.6% | |
| BlackRock LifePath Index 2030 Fund Asset Allocation Mutual Fund | — | — | — | $324K | 2.4% | |
| BlackRock Global Allocation Fund Mutual Fund | — | — | — | $293K | 2.2% | |
| Vanguard FTSE Social Index Fund Mutual Fund | — | — | — | $273K | 2.0% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $231K | 1.7% | |
| BlackRock LifePath Index 2065 Fund Asset Allocation Mutual Fund | — | — | — | $208K | 1.5% | |
| JPMorgan Equity Income Fund Mutual Fund | — | — | — | $194K | 1.4% | |
| Vanguard Mid Cap Index Fund Mutual Fund | — | — | — | $111K | 0.8% | |
| BlackRock LifePath Index 2060 Fund Asset Allocation Mutual Fund | — | — | — | $98K | 0.7% | |
| PGIM Total Return Bond Fund Mutual Fund | — | — | — | $96K | 0.7% | |
| GuideStone Funds Equity Index Fund Mutual Fund | — | — | — | $79K | 0.6% | |
| Vanguard Small Cap Index Fund Mutual Fund | — | — | — | $78K | 0.6% | |
| MFS Mid Cap Value Fund Mutual Fund | — | — | — | $73K | 0.5% | |
| Principal Real Estate Securities Fund Mutual Fund | — | — | — | $13K | <0.1% | |
| Investments American Funds American Balanced Fund Mutual Fund | — | — | — | $12K | <0.1% |
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