How big is Concentric Group, LLC's plan?

Concentric Group, LLC's plan reported $1.9M in assets and 49 participants for 2024.

Original filing (PDF)20250429140527NAL0001189794001

Concentric Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Concentric Group, LLC Retirement Savings Plan

401(k) retirement plan · Concentric Group, LLC's Concentric Group, LLC Retirement Savings Plan held $1.9M in plan assets for 49 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

VU TRAN signed Concentric Group, LLC's 2024 Form 5500 as plan administrator.

VU TRAN — 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 Group, LLC's EIN is 51-0501560.

EIN 51-0501560

Plan number 001

Plan year 2024

ACK ID 20250429140527NAL0001189794001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Concentric Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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Plan health score

Above-average plan

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