How big is Concord RNY Management LLC's plan?

Concord RNY Management LLC's plan reported $489K in assets and 165 participants for 2024.

Original filing (PDF)20250911113016NAL0000443329001

Concord RNY Management LLC

Name: Concord RNY Management LLC — Concord RNY Management, Form 5500 (2024)
Creator: Concord RNY Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Concord RNY Management 401(k) Plan

401(k) retirement plan · Concord RNY Management LLC's Concord RNY Management 401(k) Plan held $489K in plan assets for 165 participants in 2024.

Signals · 1

No auditor on file

Active participants

165

Accounts w/ balance

Plan assets (EOY)

$489K

Net assets (EOY)

$489K

People on this filing

Theresa Dillon signed Concord RNY Management LLC's 2024 Form 5500 as plan administrator.

Theresa Dillon — 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

Concord RNY Management LLC's EIN is 85-4049955.

EIN 85-4049955

Plan number 001

Plan year 2024

ACK ID 20250911113016NAL0000443329001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Concord RNY Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Concord RNY Management LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONCORD RNY MANAGEMENT LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score