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

The Concourse Group, LLC's plan reported $3.8M in assets and 24 participants for 2022.

Original filing (PDF)20231002073134NAL0016410161001

The Concourse Group, LLC

Name: The Concourse Group, LLC — The Concourse Group, LLC, Form 5500 (2022)
Creator: The Concourse Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Concourse Group, LLC Retirement Trust

401(k) retirement plan · The Concourse Group, LLC's The Concourse Group, LLC Retirement Trust held $3.8M in plan assets for 24 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Janet Blincoe signed The Concourse Group, LLC's 2022 Form 5500 as plan administrator.

Janet Blincoe — 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 Concourse Group, LLC's EIN is 52-2332471.

EIN 52-2332471

Plan number 002

Plan year 2022

ACK ID 20231002073134NAL0016410161001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for The Concourse Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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