How big is The Concord Group, LLC's plan?

The Concord Group, LLC's plan reported $4.4M in assets and 27 participants for 2024.

Original filing (PDF)20251008174107NAL0003468419002

The Concord Group, LLC

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

Form 5500-SF

FILING_RECEIVED

The Concord Group, LLC Profit Sharing Plan

401(k) retirement plan · The Concord Group, LLC's The Concord Group, LLC Profit Sharing Plan held $4.4M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

Plan identifiers

The Concord Group, LLC's EIN is 33-0644436.

EIN 33-0644436

Plan number 001

Plan year 2024

ACK ID 20251008174107NAL0003468419002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Concord Group, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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