Concurrent HRO, LLC's EIN is 47-5137893.
Download the official 2024 Form 5500 (PDF) for Concurrent HRO, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Concurrent HRO, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBF CAPITAL MANAGEMENT, INC. | 45-5277485 | — | NONE | $201K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $192K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 82-3967259 |
| — |
| NONE |
| $20K |
| — |
| JASON F. CLAUSEN, P.C. | 27-4097479 | — | NONE | $10K | — |
| CONCURRENT HRO, LLC | 47-5137893 | — | NONE | $6K | — |
