How big is Concurrent Investment Advisors' plan?

Concurrent Investment Advisors' plan reported $2.4M in assets and 52 participants for 2024.

Original filing (PDF)20250919125224NAL0002729712001

Concurrent Investment Advisors

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

Form 5500-SF

FILING_RECEIVED

Concurrent Investment Advisors 401(k) Plan

401(k) retirement plan · Concurrent Investment Advisors' Concurrent Investment Advisors 401(k) Plan held $2.4M in plan assets for 52 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Plan Sponsor signed Concurrent Investment Advisors' 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

Concurrent Investment Advisors' EIN is 92-1819393.

EIN 92-1819393

Plan number 001

Plan year 2024

ACK ID 20250919125224NAL0002729712001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Concurrent Investment Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Concurrent Investment Advisors' plan includes profit-sharing, 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 CONCURRENT INVESTMENT ADVISORS.

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Plan health score

Above-average plan

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

Knocking points off