How big is Concord III, LLC's plan?

Concord III, LLC's plan reported $15.5M in assets and 120 participants for 2024.

Original filing (PDF)20250530140344NAL0015603680001

Concord III, LLC

Name: Concord III, LLC — Don't GIVE UP the Ship or Your, Form 5500 (2024)
Creator: Concord III, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Don't GIVE UP the Ship or Your 401(k) Plan and Trust

401(k) retirement plan · Concord III, LLC's Don't GIVE UP the Ship or Your 401(k) Plan and Trust held $15.5M in plan assets for 120 participants in 2024.

Signals · 1

No auditor on file

Active participants

120

Accounts w/ balance

114

Plan assets (EOY)

$15.5M

Net assets (EOY)

$15.5M

People on this filing

LANA Hermanson signed Concord III, LLC's 2024 Form 5500 as plan administrator.

LANA Hermanson — 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 III, LLC's EIN is 91-1841637.

EIN 91-1841637

Plan number 001

Plan year 2024

ACK ID 20250530140344NAL0015603680001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Concord III, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONCORD III, 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 (9th percentile).

Helping the score