· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CONCENTRIC WEALTH PARTNERS — CONCENTRIC WEALTH PARTNERS 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250509120802NAL0009901075001
CONCENTRIC WEALTH PARTNERS
Form 5500-SF
FILING_RECEIVED
CONCENTRIC WEALTH PARTNERS 401(K) PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$320K
Net assets (EOY)
$320K
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CONCENTRIC WEALTH PARTNERS
.
Find decision makers
Plan sponsor
Name
CONCENTRIC WEALTH PARTNERS
EIN
82-3325845
Address
4101 COX ROAD · SUITE 175 · GLEN ALLEN, VA · 23060
Phone
(804) 337-6159
Industry
Other Services (ex. Public Admin)
see 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
2025-05-09
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
RUSTIC PARTNERS, INC.
RUSTIC PARTNERS, INC. RETIREMENT PLAN
$320K · 1 participants
MORGAN'S FINE FINISHES, LLC
MORGAN'S FINE FINISHES, LLC 401(K) PLAN
$320K · 67 participants
EXPRESS SPORTS INC
EXPRESS SPORTS INC 401(K) PROFIT SHARING PLAN & TRUST
$320K · 1 participants
ALPHA FEMALE FITNESS, LLC
ALPHA FEMALE FITNESS 401(K) PLAN
$320K · 106 participants
RNF SIGNS, INC.
RNF SIGNS, INC. 401(K) PLAN
$320K · 7 participants
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.
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
RACHEL FRANKEL MEEK DO INC
RACHEL FRANKEL MEEK DO 401(K) RETIREMENT PLAN
$320K · 4 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B
