How big is Concurrency, Inc.'s plan?

Concurrency, Inc.'s plan reported $11.4M in assets and 71 participants for 2024.

Original filing (PDF)20251013093641NAL0001044001001

Concurrency, Inc.

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

Form 5500

FILING_RECEIVED

Concurrency, Inc. 401(k) Plan

401(k) retirement plan · Concurrency, Inc.'s Concurrency, Inc. 401(k) Plan held $11.4M in plan assets for 71 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsSelf-directed brokerage offered

Active participants

Accounts w/ balance

130

Plan assets (EOY)

$11.4M

Net assets (EOY)

$11.4M

People on this filing

Jeffrey Christensen signed Concurrency, Inc.'s 2024 Form 5500 as plan administrator.

Jeffrey Christensen — 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

Concurrency, Inc.'s EIN is 39-1916337.

EIN 39-1916337

Plan number 001

Plan year 2024

ACK ID 20251013093641NAL0001044001001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Concurrency, Inc.'s plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 32K (2% of contributions).
Bottom-decile employer contributions per participant (8th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

CONCURRENCY, INC.

EIN

all filings

Address

13600 BISHOPS CT · BROOKFIELD, WI · 53005

Phone

(262) 364-5810

Industry

Professional & Technical Services

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)

Service providers (Schedule C)

1 rows

Recordkeeper

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)

Mutual Funds

$9.3M

33 holdings

Common Collective Trusts

$1.2M

2 holdings

Self-Directed Brokerage

$411K

1 holding

					% of plan
Fidelity Management Trust Company Freedom 2050 Fund K	Mutual Funds	—	—	$1.2M	10.5%
Fidelity Management Trust Company Freedom 2045 Fund K	Mutual Funds	—	—	$1.2M	10.2%
Fidelity Management Trust Company Total Market Index Fund	Common Collective Trusts	—	—	$990K	8.7%
Fidelity Management Trust Company Freedom 2035 Fund K	Mutual Funds	—	—	$969K	8.5%
Fidelity Management Trust Company Freedom 2055 Fund K	Mutual Funds	—	—	$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	Mutual Funds	—	—	$608K	5.3%
Fidelity Management Trust Company Contrafund	Mutual Funds	—	—	$589K	5.2%
Fidelity Management Trust Company Growth Company Fund	Mutual Funds	—	—	$475K	4.2%
Self-Directed Brokerage Accounts * Fidelity Management Trust Company Fidelity Brokerage Link	Self-Directed Brokerage	—	—	$411K	3.6%
Fidelity Management Trust Company Mid-Cap Stock Fund	Mutual Funds	—	—	$383K	3.4%
Fidelity Management Trust Company Freedom 2060 Fund K	Mutual Funds	—	—	$256K	2.2%
Fidelity Management Trust Company OTC Portfolio	Mutual Funds	—	—	$247K	2.2%
Fidelity Management Trust Company Extended Market Index Fund	Common Collective Trusts	—	—	$232K	2.0%
Fidelity Management Trust Company Dividend Growth Fund	Mutual Funds	—	—	$220K	1.9%
Fidelity Management Trust Company Small Cap Value Fund	Mutual Funds	—	—	$213K	1.9%
Fidelity Management Trust Company Small Cap Discovery Fund	Mutual Funds	—	—	$192K	1.7%
Fidelity Management Trust Company Equity Dividend Income Fund	Mutual Funds	—	—	$171K	1.5%
Fidelity Management Trust Company Value Fund	Mutual Funds	—	—	$147K	1.3%
Fidelity Management Trust Company Freedom 2065 Fund K	Mutual Funds	—	—	$117K	1.0%
Fidelity Management Trust Company Intermediate Bond Fund	Mutual Funds	—	—	$110K	1.0%
Fidelity Management Trust Company Government Money Market Fund	Mutual Funds	—	—	$99K	0.9%
Fidelity Management Trust Company Fidelity Fund	Mutual Funds	—	—	$85K	0.7%
Fidelity Management Trust Company Freedom 2030 Fund K	Mutual Funds	—	—	$82K	0.7%
Fidelity Management Trust Company Puritan Fund	Mutual Funds	—	—	$75K	0.7%
Fidelity Management Trust Company Focused Stock Fund	Mutual Funds	—	—	$66K	0.6%
Fidelity Management Trust Company Large Cap Stock Fund	Mutual Funds	—	—	$60K	0.5%
Fidelity Management Trust Company Equity-Income Fund	Mutual Funds	—	—	$58K	0.5%
Fidelity Management Trust Company Investment Grade Bond Fund	Mutual Funds	—	—	$35K	0.3%
Fidelity Management Trust Company Growth Strategies Fund	Mutual Funds	—	—	$15K	0.1%
Fidelity Management Trust Company Real Estate Investment Portfolio	Mutual Funds	—	—	$13K	0.1%
Fidelity Management Trust Company Freedom 2025 Fund K	Mutual Funds	—	—	$12K	0.1%
Fidelity Management Trust Company Freedom 2020 Fund K	Mutual Funds	—	—	$10K	<0.1%
Fidelity Management Trust Company Value Strategies Fund	Mutual Funds	—	—	$5K	<0.1%
Fidelity Management Trust Company Short-Term Bond Fund	Mutual Funds	—	—	$4K	<0.1%
Fidelity Management Trust Company Freedom Income Fund K	Mutual Funds	—	—	$2K	<0.1%