CHAD Matthews signed Concept 2001, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Concept 2001, Inc.'s EIN is 58-2453817.
Download the official 2024 Form 5500 (PDF) for Concept 2001, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Concept 2001, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $70K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ELLIOTT DAVIS, LLC/PLLC | 57-0381582 | — | AUDITOR | $12K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA LG 2040 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 112 | Pooled Separate Account | — | — | $2.7M | 8.6% | |
| TRANSAMERICA LG 2035 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 050 | Pooled Separate Account | — | — | $2.5M | 8.0% | |
| TRANSAMERICA LG 2045 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 051 | Pooled Separate Account | — | — | $2.3M | 7.3% | |
| JANUS FORTY RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 199 | Pooled Separate Account | — | — | $2.1M | 6.9% | |
| TRANSAMERICA LG 2025 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 049 | Pooled Separate Account | — | — | $2.0M | 6.5% | |
| TRANSAMERICA LG 2055 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 505 | Pooled Separate Account | — | — | $1.8M | 5.7% | |
| Transamerica Life Insurance Co. Transamerica Stable Value Advantage Option | Stable Value | — | — | $1.4M | 4.5% | |
| MFS GR WITH INC INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 184 | Pooled Separate Account | — | — | $1.3M | 4.2% | |
| TRANSAMERICA LG 2030 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 111 | Pooled Separate Account | — | — | $1.3M | 4.0% | |
| INVESCO MID CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 253 | Pooled Separate Account | — | — | $1.2M | 3.9% | |
| JANUS HENDERSON GL RESEARCH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 582 | Pooled Separate Account | — | — | $1.1M | 3.5% | |
| BLACKROCK EQ DIVIDEND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 240 | Pooled Separate Account | — | — | $1.1M | 3.5% | |
| TRANSAMERICA LG 2050 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 113 | Pooled Separate Account | — | — | $1.1M | 3.4% | |
| AEGON BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 119 | Pooled Separate Account | — | — | $980K | 3.1% | |
| TRANSAMERICA PTNR STOCK IDX RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $975K | 3.1% | |
| TA VANGUARD SM-CP VAL IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 108 | Pooled Separate Account | — | — | $861K | 2.8% | |
| LOOMIS SAYLES INV GRADE BD RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 086 | Pooled Separate Account | — | — | $816K | 2.6% | |
| MFS MASSACHUSETTS INVESTORS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 470 | Pooled Separate Account | — | — | $757K | 2.4% | |
| TRANSAMERICA LG D BLACKROCK OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 047 | Pooled Separate Account | — | — | $605K | 1.9% | |
| TRANSAMERICA LG 2060 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 612 | Pooled Separate Account | — | — | $554K | 1.8% | |
| AMERICAN CENTURY GL GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 571 | Pooled Separate Account | — | — | $513K | 1.6% | |
| Notes receivable from participants 4.25% - 9.50% | Bonds / Notes | — | — | $471K | 1.5% | |
| PGIM JENNISON UTILITY RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 273 | Pooled Separate Account | — | — | $348K | 1.1% | |
| TRANSAMERICA SMALL CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 516 | Pooled Separate Account | — | — | $331K | 1.1% | |
| STATE STREET S&P MD CP IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $317K | 1.0% | |
| BNY MELLON INTL STOCK RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 528 | Pooled Separate Account | — | — | $297K | 1.0% | |
| AMERICAN FUNDS NEW WORLD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 628 | Pooled Separate Account | — | — | $264K | 0.8% | |
| AMERICAN CENTURY MD CP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 280 | Pooled Separate Account | — | — | $228K | 0.7% | |
| BLACKROCK HIGH YIELD PRTF RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 757 | Pooled Separate Account | — | — | $219K | 0.7% | |
| STATE STREET U.S. BD IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 037 | Pooled Separate Account | — | — | $204K | 0.7% | |
| JANUS HENDERSON BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 231 | Pooled Separate Account | — | — | $182K | 0.6% | |
| AMERICAN CENTURY GOVT BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 355 | Pooled Separate Account | — | — | $180K | 0.6% | |
| T. ROWE PR GL MULTI-SECTOR BD OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 746 | Pooled Separate Account | — | — | $126K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
