How big is Concentric Private Wealth's plan?

Concentric Private Wealth's plan reported $750K in assets and 3 participants for 2024.

Original filing (PDF)20251001110957NAL0017709907001

Concentric Private Wealth

Name: Concentric Private Wealth — Concentric Private, Form 5500 (2024)
Creator: Concentric Private Wealth
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Concentric Private Wealth Retirement Trust

401(k) retirement plan · Concentric Private Wealth's Concentric Private Wealth Retirement Trust held $750K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$750K

Net assets (EOY)

$750K

People on this filing

Katherine Liola signed Concentric Private Wealth's 2024 Form 5500 as plan administrator.

Katherine Liola — 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

Concentric Private Wealth's EIN is 46-1638825.

EIN 46-1638825

Plan number 001

Plan year 2024

ACK ID 20251001110957NAL0017709907001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Concentric Private Wealth from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Concentric Private Wealth's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

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).

Plan sponsor

Name

CONCENTRIC PRIVATE WEALTH

EIN

all filings

Address

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

Phone

(703) 891-9966

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator