How big is Concordia Association's plan?

Concordia Association's plan reported $88K in assets and 16 participants for 2024.

Original filing (PDF)20250714070416NAL0002126914001

Concordia Association

Name: Concordia Association — Concordia Association 401(k), Form 5500 (2024)
Creator: Concordia Association
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Concordia Association 401(k) Plan and Trust

401(k) retirement plan · Concordia Association's Concordia Association 401(k) Plan and Trust held $88K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$88K

Net assets (EOY)

$88K

People on this filing

Shirley Horner signed Concordia Association's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Concordia Association's EIN is 36-0940765.

EIN 36-0940765

Plan number 001

Plan year 2024

ACK ID 20250714070416NAL0002126914001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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