Original filing (PDF)20250714164158NAL0001287473001

Concorde Battery Corporation

Name: Concorde Battery Corporation — Concorde Battery, Form 5500 (2023)
Creator: Concorde Battery Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Concorde Battery Corporation's 401(k) Profit Sharing Plan

Defined-contribution retirement plan · Concorde Battery Corporation's Concorde Battery Corporation's 401(k) Profit Sharing Plan held $18.5M in plan assets for 378 participants in 2023, with Mutual of America as recordkeeper.

Signals · 1

70% employer stock

Active participants

378

Accounts w/ balance

376

Plan assets (EOY)

$18.5M

Net assets (EOY)

$18.5M

How this plan invests

This plan

1 pooled trust

Schedule D

40 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (25th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONCORDE BATTERY CORPORATION.

Plan sponsor

Name

CONCORDE BATTERY CORPORATION

EIN

95-3367682all filings

Address

2009 W SAN BERNARDINO RD · WEST COVINA, CA · 917901006

Phone

(626) 813-1234

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-14

Pension benefit codes

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

PENSION ASSURANCE LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$7K	—

Investments

40 direct securities · 1 pooled fund· $32.9M(100% of reported assets)

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.

Pooled Separate Account

$14.4M

1 holding

Common Stocks

$12.9M

26 holdings

Mutual Funds

$5.2M

10 holdings

Common Collective Trusts

$219K

3 holdings

Cash / Money Market

$164K

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001	Pooled Separate Account	—	—	$14.4M	77.9%
. GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Asset Manager Portfolio	Mutual Funds	—	—	$4.2M	22.8%
. GROUP ANNUITY CONTRACT Mutual of America Mutual of America Interest Accumulation Account	Common Stocks	—	—	$4.1M	22.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2045 Fund	Common Stocks	—	—	$3.4M	18.3%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2030 Fund	Common Stocks	—	—	$1.4M	7.5%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2035 Fund	Common Stocks	—	—	$832K	4.5%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2020 Fund	Common Stocks	—	—	$628K	3.4%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2040 Fund	Common Stocks	—	—	$563K	3.0%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2025 Fund	Common Stocks	—	—	$534K	2.9%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2050 Fund	Common Stocks	—	—	$317K	1.7%
. GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Equity-Income Portfolio	Mutual Funds	—	—	$287K	1.6%
. GROUP ANNUITY CONTRACT Mutual of America MoA Equity Index Fund	Common Collective Trusts	—	—	$208K	1.1%
. GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Contrafund Portfolio	Mutual Funds	—	—	$204K	1.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Moderate Allocation Fund	Common Stocks	—	—	$189K	1.0%
Plan Number: 001 . GROUP ANNUITY CONTRACT Mutual of America T. Rowe Price Blue Chip Growth Portfolio	Common Stocks	—	—	$178K	1.0%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF Diversified Value Portfolio	Mutual Funds	—	—	$169K	0.9%
. GROUP ANNUITY CONTRACT Mutual of America MoA Money Market Fund	Cash / Money Market	—	—	$164K	0.9%
. GROUP ANNUITY CONTRACT Mutual of America MoA Core Bond Fund	Common Stocks	—	—	$153K	0.8%
. GROUP ANNUITY CONTRACT Mutual of America MoA Balanced Fund 218 . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2015 Fund	Common Stocks	—	—	$126K	0.7%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2055 Fund	Common Stocks	—	—	$122K	0.7%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF International Portfolio	Mutual Funds	—	—	$97K	0.5%
. GROUP ANNUITY CONTRACT Mutual of America Invesco V.I. Main Street Fund 238 . GROUP ANNUITY CONTRACT Mutual of America MoA Aggressive Allocation Fund	Mutual Funds	—	—	$90K	0.5%
. GROUP ANNUITY CONTRACT Mutual of America MoA Intermediate Bond Fund	Common Stocks	—	—	$71K	0.4%
. GROUP ANNUITY CONTRACT Mutual of America American Century Investments VP Capital Appreciation Fund	Common Stocks	—	—	$69K	0.4%
. GROUP ANNUITY CONTRACT Mutual of America American Funds Insurance Series New World Fund	Mutual Funds	—	—	$66K	0.4%
. GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Mid Cap Portfolio	Mutual Funds	—	—	$62K	0.3%
. GROUP ANNUITY CONTRACT Mutual of America MoA Small Cap Growth Fund	Common Stocks	—	—	$45K	0.2%
. GROUP ANNUITY CONTRACT Mutual of America Calvert VP SRI Balanced Portfolio 110 . GROUP ANNUITY CONTRACT Mutual of America Delaware VIP Small Cap Value Series 982 . GROUP ANNUITY CONTRACT Mutual of America DWS Capital Growth VIP	Common Stocks	—	—	$41K	0.2%
. GROUP ANNUITY CONTRACT Mutual of America MoA International Fund	Common Stocks	—	—	$36K	0.2%
. GROUP ANNUITY CONTRACT Mutual of America MoA All America Fund	Common Stocks	—	—	$34K	0.2%
. GROUP ANNUITY CONTRACT Mutual of America MoA Small Cap Value Fund	Common Stocks	—	—	$30K	0.2%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF Real Estate Index Portfolio	Mutual Funds	—	—	$21K	0.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2060 Fund	Common Stocks	—	—	$20K	0.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2065 Fund	Common Stocks	—	—	$17K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America PIMCO VIT Real Return Portfolio	Mutual Funds	—	—	$15K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Conservative Allocation Fund	Common Stocks	—	—	$8K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Mid Cap Equity Index Fund	Common Collective Trusts	—	—	$8K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Mid Cap Value Fund	Common Stocks	—	—	$6K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Retirement Income Fund 569 . GROUP ANNUITY CONTRACT Mutual of America MoA Small Cap Equity Index Fund	Common Collective Trusts	—	—	$3K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America Goldman Sachs VIT Small Cap Equity Insights Fund	Common Stocks	—	—	$1K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America Goldman Sachs VIT US Equity Insights Fund	Common Stocks	—	—	$1K	<0.1%