How big is Concordia Wealth Management, LLC's plan?

Concordia Wealth Management, LLC's plan reported $2.4M in assets and 4 participants for 2025.

Original filing (PDF)20260128054743NAL0004249664001

Concordia Wealth Management, LLC

Name: Concordia Wealth Management, LLC — Concordia Wealth, Form 5500 (2025)
Creator: Concordia Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Concordia Wealth Management, LLC 401(k) Retirement Plan

401(k) retirement plan · Concordia Wealth Management, LLC's Concordia Wealth Management, LLC 401(k) Retirement Plan held $2.4M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Concordia Wealth Management, LLC's EIN is 45-5085238.

EIN 45-5085238

Plan number 001

Plan year 2025

ACK ID 20260128054743NAL0004249664001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Concordia Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Concordia Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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