· 2022–2024 · DOL EFAST2

Concord Management LLC — Concord Management, Form 5500 (2023)

Original filing (PDF)20250110110318NAL0028620322001

Concord Management LLC

Form 5500-SF

FILING_RECEIVED

Concord Management Retirement Trust

401(k) retirement plan · Concord Management LLC's Concord Management Retirement Trust filed a Form 5500 for plan year 2023.

Signals · 1

Late filing · 3.8 mo

Active participants

0

Accounts w/ balance

0

Plan assets (EOY)

$0

Net assets (EOY)

$0

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 50% of scoring inputs for this filing.

Compliance & integrity

85

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 3.8 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

CONCORD MANAGEMENT LLC

EIN

Address

220 WHITE PLAINS ROAD · SUITE 325 · TARRYTOWN, NY · 10591

Phone

(914) 333-0660

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-10-31

Filed

2025-01-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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