· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CONCORDE MANAGEMENT & DEVELOPMENT, LLC — CONCORDE MANAGEMENT & DEVELOPMENT, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250226112859NAL0000974417001
CONCORDE MANAGEMENT & DEVELOPMENT, LLC
Form 5500-SF
FILING_RECEIVED
CONCORDE MANAGEMENT & DEVELOPMENT, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
6
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
CONCORDE MANAGEMENT & DEVELOPMENT, LLC
.
Find decision makers
Plan sponsor
Name
CONCORDE MANAGEMENT & DEVELOPMENT, LLC
EIN
83-1823117
Address
1314 O STREET, #101 · LINCOLN, NE · 68508
Phone
(402) 476-0086
Industry
Real Estate
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
2025-02-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
REALTEAM REAL ESTATE, LLC
REALTEAM REAL ESTATE 401(K) PROFIT SHARING PLAN
$1.0M · 14 participants
THE ANDERSON GROUP
THE ANDERSON GROUP 401(K) PLAN
$1.0M · 3 participants
THE FALETTI GROUP, INC
FALETTI GROUP 401K PLAN
$1.0M · 4 participants
ALIGN REAL ESTATE SERVICES, LP
ALIGN REAL ESTATE SERVICES 401(K) PLAN
$1.1M · 12 participants
TYKEL, INC. DBA RE/MAX LEADING EDGE
TYKEL, INC. DBA RE/MAX LEADING EDGE CASH BALANCE PLAN
$1.1M · 4 participants
65
Knocking points off
Only 46% as many balances as active participants — suggests many active employees aren't deferring.
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ESTHER PERCAL, P.A.
ESTHER PERCAL, P.A. RETIREMENT PLAN
$1.0M · 3 participants
Large plans in Nebraska
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
BERKSHIRE HATHAWAY CREDIT CORPORATION
BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN
$5.2B · 7,732 participants
AMERITAS LIFE INSURANCE CORP
AMERITAS LIFE INSURANCE CORP SEPARATE ACCOUNT G
$4.9B
UNION PACIFIC CORPORATION
UNION PACIFIC CORPORATION MASTER TRUST
$4.7B
UNION PACIFIC CORPORATION
UNION PACIFIC CORPORATION MASTER RETIREMENT TRUST
$4.6B
UNION PACIFIC CORPORATION
PENSION PLAN FOR SALARIED EMPLOYEES OF UNION PACIFIC CORPORATION & AFFILIATES
$4.1B · 3,169 participants
