How big is The Concordia Group, LLC's plan?

The Concordia Group, LLC's plan reported $820K in assets and 6 participants for 2024.

Original filing (PDF)20251015211545NAL0011559826001

The Concordia Group, LLC

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

Form 5500-SF

FILING_RECEIVED

The Concordia Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · The Concordia Group, LLC's The Concordia Group, LLC 401(k) Profit Sharing Plan held $820K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$820K

Net assets (EOY)

$820K

People on this filing

William J. Collins signed The Concordia Group, LLC's 2024 Form 5500 as plan administrator.

William J. Collins — 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

The Concordia Group, LLC's EIN is 52-2188886.

EIN 52-2188886

Plan number 002

Plan year 2024

ACK ID 20251015211545NAL0011559826001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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