Original filing (PDF)20251001110957NAL0017709907001

CONCENTRIC PRIVATE WEALTH

Name: CONCENTRIC PRIVATE WEALTH — CONCENTRIC PRIVATE WEALTH RETIREMENT TRUST, Form 5500 (2024)
Creator: CONCENTRIC PRIVATE WEALTH

Form 5500-SF

FILING_RECEIVED

CONCENTRIC PRIVATE WEALTH RETIREMENT TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$750K

Net assets (EOY)

$750K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

CONCENTRIC PRIVATE WEALTH

EIN

46-1638825all filings

Address

1775 TYSONS BLVD · FIFTH FLOOR · MCLEAN, VA · 22102

Phone

(703) 891-9966

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