How big is Concentric Software Inc.'s plan?

Concentric Software Inc.'s plan reported $2.1M in assets and 69 participants for 2025.

Original filing (PDF)20260417220103NAL0019849073046

Concentric Software Inc.

Name: Concentric Software Inc. — Concentric Software, Form 5500 (2025)
Creator: Concentric Software Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Concentric Software 401(k) Plan

401(k) retirement plan · Concentric Software Inc.'s Concentric Software 401(k) Plan held $2.1M in plan assets for 69 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Concentric Software Inc.'s EIN is 83-2235529.

EIN 83-2235529

Plan number 001

Plan year 2025

ACK ID 20260417220103NAL0019849073046

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Concentric Software Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Concentric Software Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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