How big is Concepcion Holdings Inc.'s plan?

Concepcion Holdings Inc.'s plan reported $224K in assets and 52 participants for 2024.

Original filing (PDF)20250529182436NAL0004966323001

Concepcion Holdings Inc.

Name: Concepcion Holdings Inc. — Concepcion Holdings Inc., Form 5500 (2024)
Creator: Concepcion Holdings Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Concepcion Holdings Inc. 401(k) Plan

401(k) retirement plan · Concepcion Holdings Inc.'s Concepcion Holdings Inc. 401(k) Plan held $224K in plan assets for 52 participants in 2024.

Active participants

Accounts w/ balance

122

Plan assets (EOY)

$224K

Net assets (EOY)

$224K

People on this filing

Nikki Marcos signed Concepcion Holdings Inc.'s 2024 Form 5500 as plan administrator.

Nikki Marcos — 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

Concepcion Holdings Inc.'s EIN is 30-0326842.

EIN 30-0326842

Plan number 001

Plan year 2024

ACK ID 20250529182436NAL0004966323001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Concepcion Holdings Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Concepcion Holdings Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

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 (97th percentile).

Plan sponsor

Name

CONCEPCION HOLDINGS INC

EIN

all filings

Address

1095 WATERFALL WAY · DUARTE, CA · 91010

Phone

(626) 975-2137

Industry

Accommodation & Food Services

Plan administrator