How big is Concise Capital Management, LP's plan?

Concise Capital Management, LP's plan reported $1.1M in assets and 10 participants for 2024.

Original filing (PDF)20250516081225NAL0013952163001

Concise Capital Management, LP

Name: Concise Capital Management, LP — Concise Capital, Form 5500 (2024)
Creator: Concise Capital Management, LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Concise Capital Management, LP Retirement Plan and Trust

401(k) retirement plan · Concise Capital Management, LP's Concise Capital Management, LP Retirement Plan and Trust held $1.1M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Concise Capital Management, LP's EIN is 51-0500579.

EIN 51-0500579

Plan number 001

Plan year 2024

ACK ID 20250516081225NAL0013952163001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Concise Capital Management, LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Concise Capital Management, LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONCISE CAPITAL MANAGEMENT, LP.

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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