Back to filter
Original filing (PDF)20250923101234NAL0014497522001
CONCORD ENGINEERING & SURVEYING, INC.
Form 5500-SF
FILING_RECEIVED
CONCORD ENGINEERING & SURVEYING 401(K) PLAN
401(k) retirement plan
Active participants
50
Accounts w/ balance
53
Plan assets (EOY)
$4.9M
Net assets (EOY)
$4.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONCORD ENGINEERING & SURVEYING, INC..
Plan sponsor
Name
CONCORD ENGINEERING & SURVEYING, INC.
EIN
56-1204578
Address
P.O. BOX 268 · 45 SPRING STREET S.W. · CONCORD, NC · 280260268
Phone
(704) 786-5405
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2G · Total participant-directed accounts
2S · Automatic enrollment
2E · Profit-sharing
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Professional & Technical Services plans
APPLIED GEOGRAPHICS INC
APPLIED GEOGRAPHICS, INC. 401(K) PROFIT SHARING PLAN & TRUST
$4.9M · 46 participants
D.C. JOHNSON AND ASSOCIATES, INC.
D. C. JOHNSON AND ASSOCIATES, INC. PROFIT SHARING PLAN
$5.0M · 24 participants
SURVTECH SOLUTIONS, INC.
SURVTECH SOLUTIONS, INC. 401(K) SAVINGS PLAN
$5.0M · 73 participants
COAST2COAST SURVEY CORPORATION
COAST2COAST 401K PLAN
$5.0M · 57 participants
TRIPLE H ENTERPRISES, INC.
TRIPLE H ENTERPRISES, INC. 401K PLAN
$4.8M · 230 participants
CASCADE SURVEYING AND ENGINEERING,
CASCADE SURVEYING AND ENGINEERING, INC.
$4.8M · 15 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants