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Original filing (PDF)20250923130638NAL0008053715001
CONCORD MANAGEMENT, LTD.
Form 5500
FILING_RECEIVED
CONCORD MANAGEMENT, LTD. 401(K) PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
498
Accounts w/ balance
664
Plan assets (EOY)
$39.1M
Net assets (EOY)
$39.1M
How this plan invests
This plan
1 pooled trust
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "BlackRock Ishares S&P 500 Index I" is 26% of plan.
Helping the score
- Below-peer total fees (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONCORD MANAGEMENT, LTD..
Plan sponsor
Name
CONCORD MANAGEMENT, LTD.
EIN
59-3337579
Address
2605 MAITLAND CENTER PARKWAY SUITE · MAITLAND, FL · 32751
Phone
(407) 741-8695
Industry
Real Estatesee 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
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $11K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $9K | — |
| WELLTH ADVISORY SERVICES LLC | — | JOLIET, IL | INVESTMENT ADVISOR | $5K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | — | PHILADELPHIA, PA | AUDITOR | $18K | — |
Investments
15 direct securities · 1 pooled fund· $39.1M(100% of reported assets)
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.
Uncategorized
$36.9M
15 holdings
Common Collective Trust
$2.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock Ishares S&P 500 Index I | — | — | — | $10.2M | 26.2% | |
| AllianceBernstein Large Cap Growth Fund Class | — | — | — | $3.9M | 10.0% | |
| Invesco Core Bond | — | — | — | $3.2M | 8.3% | |
| Columbia Dividend Income | — | — | — | $3.0M | 7.7% | |
| BlackRock Ishares MSCI EAFE International Index | — | — | — | $2.7M | 6.9% | |
| Janus Henderson Overseas A | — | — | — | $2.7M | 6.8% | |
| Eaton Vance Atlanta Capital SMID-Cap | — | — | — | $2.5M | 6.3% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.2M | 5.7% | |
| John Hancock Disciplined Value Mid Cap | — | — | — | $2.1M | 5.5% | |
| Prudential PGIM Total Return Bond | — | — | — | $1.8M | 4.5% | |
| American Century Small Cap Value | — | — | — | $1.7M | 4.2% | |
| Janus Henderson Balanced | — | — | — | $1.3M | 3.4% | |
| Nationwide Bond Index Fund | — | — | — | $1.0M | 2.6% | |
| Federated Moderate Small Cap Growth Fund | — | — | — | $700K | 1.8% | |
| Maturities Through 2039 - | — | — | — | $66K | 0.2% | |
| Principal Real Estate Securities R-6 | — | — | — | $12K | <0.1% |
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