Lauren Patel signed Concord Servicing Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Concord Servicing Corporation's EIN is 86-0617322.
Download the official 2024 Form 5500 (PDF) for Concord Servicing Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Concord Servicing Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS FIN NETWORK | 48-1305000 | — | INVESTMENT ADVISORY | $30K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 26 Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $2.3M | 17.5% | |
| 7 Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.3M | 17.3% | |
| 24 Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $1.5M | 11.3% | |
| 22 Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $1.3M | 9.6% | |
| 17 Vanguard Federal Money Market Inv | Mutual Funds | — | — | $898K | 6.9% | |
| 33 Vanguard Total Stock Market Index Adm | Common Collective Trusts | — | — | $619K | 4.7% | |
| 18 Vanguard Mid Cap Growth Index Admrl | Mutual Funds | — | — | $585K | 4.5% | |
| 2 American Funds American Funds Moderate Gr & Inc R6 | Mutual Funds | — | — | $470K | 3.6% | |
| 25 Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $439K | 3.3% | |
| 11 BlackRock iShares Russell 1000 Large-Cap Index Ins | Common Collective Trusts | — | — | $310K | 2.4% | |
| 23 Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $302K | 2.3% | |
| 28 Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $249K | 1.9% | |
| 27 Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $230K | 1.8% | |
| 34 Federated Investors Trust Capital Preservation Fd R6 | Common Collective Trusts | — | — | $213K | 1.6% | |
| FEDERATED HERM CAP PRES R6P FD FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $213K | 1.6% | |
| 12 MFS International Growth Fund | Mutual Funds | — | — | $177K | 1.3% | |
| Participant Loans Interest Rates Ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $141K | 1.1% | |
| 10 Goldman Sachs Goldman Sachs Small/Mid-Cap Growth Fund | Other securities | — | — | $114K | 0.9% | |
| 4 BlackRock High Yield Bond Inst | Other securities | — | — | $102K | 0.8% | |
| 32 Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $99K | 0.8% | |
| 8 Fidelity Advisor Focused Emerging Markets | Mutual Funds | — | — | $95K | 0.7% | |
| 21 Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $77K | 0.6% | |
| 5 Delaware Macquarie Diversified Income Fund ** 264 6 Diamond Hill Funds Diamond Hill Large Cap I | Other securities | — | — | $75K | 0.6% | |
| 15 *Principal Funds Principal Spectrum Pref Cap Sec Inc Inst | Common Stocks | — | — | $69K | 0.5% | |
| 3 American Funds American Funds Growth and Income Portfolio | Mutual Funds | — | — | $50K | 0.4% | |
| 31 Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $39K | 0.3% | |
| 30 Vanguard Target Retirement 2070 Inv | Mutual Funds | — | — | $33K | 0.3% | |
| 13 PIMCO Commodity Real Ret Strat Instl | Mutual Funds | — | — | $33K | 0.3% | |
| 29 Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $20K | 0.2% | |
| 20 Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $18K | 0.1% | |
| 19 Vanguard Short-Term Federal Inv | Mutual Funds | — | — | $17K | 0.1% | |
| 9 Fidelity Total Bond Fund | Mutual Funds | — | — | $7K | <0.1% | |
| 16 Vanguard Target Retirement Inc Inv Fund | Mutual Funds | — | — | $6K | <0.1% | |
| 14 *Principal Funds Principal Global Real Estate Sec Inst | Other securities | — | — | $5K | <0.1% | |
| s 1 American Funds American Funds Conserv Growth & Inc | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
