Original filing (PDF)20250723102457NAL0003942001001

CONCORD ESCROW

Name: CONCORD ESCROW — CONCORD ESCROW RETIREMENT TRUST, Form 5500 (2024)
Creator: CONCORD ESCROW

Form 5500-SF

FILING_RECEIVED

CONCORD ESCROW RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$597K

Net assets (EOY)

$597K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONCORD ESCROW.

Plan sponsor

Name

CONCORD ESCROW

EIN

33-0551005

Address

22031 BUSHARD ST · HUNTINGTON BEACH, CA · 92646

Phone

(714) 965-3616

Industry

Professional & Technical Servicessee 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

2025-07-23

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

ARGO NETWORKS, INC.

ARGO 401(K) PLAN

$597K · 3 participants

AJV CONSULTING LLC

AJV CONSULTING 401K PLAN

$597K · 2 participants

BIONEXUS KC

BIONEXUS KC 401(K) PLAN,

$597K · 6 participants

THINKTIV, INC.

THINKTIV 401(K) PLAN

$597K · 13 participants

FINANCIAL DECISIONS, LLC

FINANCIAL DECISIONS, LLC PROFIT SHARING PLAN

$596K · 7 participants