· 2022–2024 · DOL EFAST2

Concord Advice LLC — Concord Advice LLC 401(k), Form 5500 (2025)

Original filing (PDF)20260513122842NAL0007477297001

Concord Advice LLC

Form 5500-SF

FILING_RECEIVED

Concord Advice LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Concord Advice LLC's Concord Advice LLC 401(k) Profit Sharing Plan & Trust held $737K in plan assets for 6 participants in 2025.

Active participants

6

Accounts w/ balance

8

Plan assets (EOY)

$737K

Net assets (EOY)

$737K

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

90

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CONCORD ADVICE LLC

EIN

46-4348908all filings

Address

300 MAIN ST STE 21 · MADISON, NJ · 079402369

Phone

(973) 678-2644

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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