Original filing (PDF)20251014111614NAL0005642274001

CONCERTO CARD COMPANY

Name: CONCERTO CARD COMPANY — CONCERTO CARD COMPANY 401(K) PLAN, Form 5500 (2024)
Creator: CONCERTO CARD COMPANY

Form 5500-SF

FILING_RECEIVED

CONCERTO CARD COMPANY 401(K) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONCERTO CARD COMPANY.

Plan sponsor

Name

CONCERTO CARD COMPANY

EIN

85-3318651

Address

114 W 7TH ST · AUSTIN, TX · 78701

Phone

(608) 844-5087

Industry

Finance & Insurancesee 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

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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