How big is Concord Management Resources LLC's plan?

Concord Management Resources LLC's plan reported $3.0M in assets and 8 participants for 2024.

Original filing (PDF)20250710083559NAL0014707154001

Concord Management Resources LLC

Name: Concord Management Resources LLC — Concord Managemen, Form 5500 (2024)
Creator: Concord Management Resources LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Concord Management Resources 401(k) Plan

401(k) retirement plan · Concord Management Resources LLC's Concord Management Resources 401(k) Plan held $3.0M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

John McSorley signed Concord Management Resources LLC's 2024 Form 5500 as plan administrator.

John McSorley — 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

Concord Management Resources LLC's EIN is 82-2339246.

EIN 82-2339246

Plan number 001

Plan year 2024

ACK ID 20250710083559NAL0014707154001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Concord Management Resources LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

CONCORD MANAGEMENT RESOURCES LLC

EIN

all filings

Address

P.O. BOX 369 · CHESTER, NJ · 07930

Phone

(908) 293-6101

Industry

Finance & Insurance

Plan administrator