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Original filing (PDF)20251013093641NAL0001044001001
CONCURRENCY, INC.
Form 5500
FILING_RECEIVED
CONCURRENCY, INC. 401(K) PLAN
401(k) retirement plan
Active participants
71
Accounts w/ balance
130
Plan assets (EOY)
$11.4M
Net assets (EOY)
$11.4M
How this plan invests
This plan
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONCURRENCY, INC..
Plan sponsor
Name
CONCURRENCY, INC.
EIN
39-1916337
Address
13600 BISHOPS CT · BROOKFIELD, WI · 53005
Phone
(262) 364-5810
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
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2E · Profit-sharing
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)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $10K | — |
Investments
36 direct securities· $10.9M(96% of reported assets)
Uncategorized
$10.2M
35 holdings
Mutual Funds
$711K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Freedom 2050 Fund K | — | — | — | $1.2M | 10.5% | |
| Fidelity Management Trust Company Freedom 2045 Fund K | — | — | — | $1.2M | 10.2% | |
| Fidelity Management Trust Company Total Market Index Fund | — | — | — | $990K | 8.7% | |
| Fidelity Management Trust Company Freedom 2035 Fund K | — | — | — | $969K | 8.5% | |
| Fidelity Management Trust Company Freedom 2055 Fund K | — | — | — | $866K | 7.6% | |
| and Money Market Mutual Fund * Fidelity Management Trust Company Blue Chip Growth Fund | Mutual Funds | — | — | $711K | 6.2% | |
| Fidelity Management Trust Company Overseas Fund | — | — | — | $608K | 5.3% | |
| Fidelity Management Trust Company Contrafund | — | — | — | $589K | 5.2% | |
| Fidelity Management Trust Company Growth Company Fund | — | — | — | $475K | 4.2% | |
| Self-Directed Brokerage Accounts * Fidelity Management Trust Company Fidelity Brokerage Link | — | — | — | $411K | 3.6% | |
| Fidelity Management Trust Company Mid-Cap Stock Fund | — | — | — | $383K | 3.4% | |
| Fidelity Management Trust Company Freedom 2060 Fund K | — | — | — | $256K | 2.2% | |
| Fidelity Management Trust Company OTC Portfolio | — | — | — | $247K | 2.2% | |
| Fidelity Management Trust Company Extended Market Index Fund | — | — | — | $232K | 2.0% | |
| Fidelity Management Trust Company Dividend Growth Fund | — | — | — | $220K | 1.9% | |
| Fidelity Management Trust Company Small Cap Value Fund | — | — | — | $213K | 1.9% | |
| Fidelity Management Trust Company Small Cap Discovery Fund | — | — | — | $192K | 1.7% | |
| Fidelity Management Trust Company Equity Dividend Income Fund | — | — | — | $171K | 1.5% | |
| Fidelity Management Trust Company Value Fund | — | — | — | $147K | 1.3% | |
| Fidelity Management Trust Company Freedom 2065 Fund K | — | — | — | $117K | 1.0% | |
| Fidelity Management Trust Company Intermediate Bond Fund | — | — | — | $110K | 1.0% | |
| Fidelity Management Trust Company Government Money Market Fund | — | — | — | $99K | 0.9% | |
| Fidelity Management Trust Company Fidelity Fund | — | — | — | $85K | 0.7% | |
| Fidelity Management Trust Company Freedom 2030 Fund K | — | — | — | $82K | 0.7% | |
| Fidelity Management Trust Company Puritan Fund | — | — | — | $75K | 0.7% | |
| Fidelity Management Trust Company Focused Stock Fund | — | — | — | $66K | 0.6% | |
| Fidelity Management Trust Company Large Cap Stock Fund | — | — | — | $60K | 0.5% | |
| Fidelity Management Trust Company Equity-Income Fund | — | — | — | $58K | 0.5% | |
| Fidelity Management Trust Company Investment Grade Bond Fund | — | — | — | $35K | 0.3% | |
| Fidelity Management Trust Company Growth Strategies Fund | — | — | — | $15K | 0.1% | |
| Fidelity Management Trust Company Real Estate Investment Portfolio | — | — | — | $13K | 0.1% | |
| Fidelity Management Trust Company Freedom 2025 Fund K | — | — | — | $12K | 0.1% | |
| Fidelity Management Trust Company Freedom 2020 Fund K | — | — | — | $10K | <0.1% | |
| Fidelity Management Trust Company Value Strategies Fund | — | — | — | $5K | <0.1% | |
| Fidelity Management Trust Company Short-Term Bond Fund | — | — | — | $4K | <0.1% | |
| Fidelity Management Trust Company Freedom Income Fund K | — | — | — | $2K | <0.1% |
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