How big is Concentric Investment Partners, LP's plan?

Concentric Investment Partners, LP's plan reported $1.0M in assets and 8 participants for 2024.

Original filing (PDF)20250717153639NAL0000586353001

Concentric Investment Partners, LP

Name: Concentric Investment Partners, LP — Concentric, Form 5500 (2024)
Creator: Concentric Investment Partners, LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Concentric Investment Partners, LP 401(k) Plan

401(k) retirement plan · Concentric Investment Partners, LP's Concentric Investment Partners, LP 401(k) Plan held $1.0M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Marcus Bowie signed Concentric Investment Partners, LP's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Concentric Investment Partners, LP's EIN is 84-4322519.

EIN 84-4322519

Plan number 001

Plan year 2024

ACK ID 20250717153639NAL0000586353001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Concentric Investment Partners, LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONCENTRIC INVESTMENT PARTNERS, LP.

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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