Jay FONG signed Concentrum Wealth Management's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Concentrum Wealth Management's EIN is 46-2280118.
Download the official 2025 Form 5500 (PDF) for Concentrum Wealth Management from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Concentrum Wealth Management's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.
