Original filing (PDF)20251008174107NAL0003468419002

THE CONCORD GROUP, LLC

Name: THE CONCORD GROUP, LLC — THE CONCORD GROUP, LLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: THE CONCORD GROUP, LLC

Form 5500-SF

FILING_RECEIVED

THE CONCORD GROUP, LLC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

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 THE CONCORD GROUP, LLC.

Plan sponsor

Name

THE CONCORD GROUP, LLC

EIN

33-0644436

Address

140 NEWPORT CENTER DRIVE, SUITE 210 · NEWPORT BEACH, CA · 92660

Phone

(949) 717-6450

Industry

Real Estatesee 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

2025-10-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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