How big is Concord Foundations Network, LLC's plan?

Concord Foundations Network, LLC's plan reported $1.6M in assets and 304 participants for 2024.

Original filing (PDF)20250819120545NAL0004231298001

Concord Foundations Network, LLC

Name: Concord Foundations Network, LLC — Concord Foundatio, Form 5500 (2024)
Creator: Concord Foundations Network, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Concord Foundations Network, LLC 401(k) Plan

401(k) retirement plan · Concord Foundations Network, LLC's Concord Foundations Network, LLC 401(k) Plan held $1.6M in plan assets for 304 participants in 2024.

Signals · 1

No auditor on file

Active participants

304

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Kelly Durante signed Concord Foundations Network, LLC's 2024 Form 5500 as plan administrator.

Kelly Durante — 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 Foundations Network, LLC's EIN is 82-2873906.

EIN 82-2873906

Plan number 001

Plan year 2024

ACK ID 20250819120545NAL0004231298001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Concord Foundations Network, 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 CONCORD FOUNDATIONS NETWORK, LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score