CONCORD ADVISORY GROUP
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
29
Active participants
38,715
Total plan assets
$5.6B
Filings (rows)
29
Direct comp
$1.3M
Indirect comp
$0
SERVICES PROVIDED
Other19
Advisor / Consultant10
Top plans served
All 29 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| THE VALLEY HOSPITAL 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL | PARAMUS, NJ | Advisor / Consultant ADVISOR | 6,085 | $1.1B | $61K |
| THE VALLEY HOSPITAL 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL | RIDGEWOOD, NJ | Advisor / Consultant ADVISOR | 5,712 | $930.5M | $59K |
| THE VALLEY HOSPITAL 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL | RIDGEWOOD, NJ | Advisor / Consultant ADVISOR | 5,346 | $794.4M | $57K |
| HAVAS NORTH AMERICA, INC. HAVAS NORTH AMERICA 401(K) RETIREMENT PLAN | NEW YORK, NY | Advisor / Consultant CONSULTANT | 3,458 | $670.3M | $212K |
| HAVAS NORTH AMERICA, INC. HAVAS NORTH AMERICA 401(K) RETIREMENT PLAN | NEW YORK, NY | Advisor / Consultant CONSULTANT | 3,579 | $599.7M | $200K |
| ATLANTICARE HEALTH SYSTEM, INC. THE ATLANTICARE HEALTH SYSTEM, INC. PENSION PLAN | EGG HARBOR TOWNSHIP, NJ | Other NONE | 1,222 | $295.8M | $86K |
| ATLANTICARE HEALTH SYSTEM, INC. THE ATLANTICARE HEALTH SYSTEM, INC. PENSION PLAN | EGG HARBOR TOWNSHIP, NJ | Other NONE | 1,067 | $276.7M | $91K |
| ATLANTICARE HEALTH SYSTEM, INC. THE ATLANTICARE HEALTH SYSTEM, INC. PENSION PLAN | EGG HARBOR TOWNSHIP, NJ | Other NONE | 1,159 | $264.7M | $66K |
| SOUTHEAST MISSOURI HOSPITAL ASSOCIATION SOUTHEASTHEALTH RETIREMENT PLAN | CAPE GIRARDEAU, MO | Other NONE | 2,415 | $106.1M | $80K |
| SOUTHEAST MISSOURI HOSPITAL ASSOCIATION SOUTHEASTHEALTH RETIREMENT PLAN | CAPE GIRARDEAU, MO | Other NONE | 2,054 | $91.3M | $73K |
| SOUTHEAST MISSOURI HOSPITAL ASSOCIATION SOUTHEASTHEALTH 401A PLAN | CAPE GIRARDEAU, MO | Other NONE | 1,842 | $69.7M | $38K |
| SOUTHEAST MISSOURI HOSPITAL ASSOCIATION SOUTHEASTHEALTH 401A PLAN | CAPE GIRARDEAU, MO | Other NONE | 1,532 | $67.9M | $58K |
| IMMACULATA UNIVERSITY IMMACULATA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | IMMACULATA, PA | Other NONE | 341 | $41.9M | $26K |
| MELMARK, INC. MELMARK, INC. SUPPLEMENTAL RETIREMENT ANNUITY PLAN | BERWYN, PA | Advisor / Consultant ADVISORY | 821 | $41.1M | $10K |
| IMMACULATA UNIVERSITY IMMACULATA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | IMMACULATA, PA | Other NONE | 351 | $40.0M | $25K |
| VALLEY HOME CARE, INC. VALLEY HOME CARE, INC. 401(K) SAVINGS PLAN | RIDGEWOOD, NJ | Advisor / Consultant ADVISOR | 451 | $37.4M | $2K |
| VALLEY HOME CARE, INC. VALLEY HOME CARE, INC. 401(K) SAVINGS PLAN | RIDGEWOOD, NJ | Advisor / Consultant ADVISOR | 445 | $31.4M | $2K |
| NEW JERSEY HOSPITAL ASSOCIATION NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN | PRINCETON, NJ | Other NONE | 114 | $24.0M | $8K |
| NEW JERSEY HOSPITAL ASSOCIATION NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN | PRINCETON, NJ | Other NONE | 108 | $23.7M | $8K |
| NEW JERSEY HOSPITAL ASSOCIATION NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN | PRINCETON, NJ | Other NONE | 114 | $22.7M | $9K |
| VALLEY HOME CARE, INC. VALLEY HOME CARE, INC. DEFINED CONTRIBUTION PENSION PLAN | RIDGEWOOD, NJ | Advisor / Consultant ADVISOR | 87 | $14.7M | $989 |
| VALLEY HOME CARE, INC. VALLEY HOME CARE, INC. DEFINED CONTRIBUTION PENSION PLAN | RIDGEWOOD, NJ | Advisor / Consultant ADVISOR | 87 | $14.0M | $1K |
| CATHOLIC SOCIAL SERVICES OF THE DIOCESE OF SCRANTON, INC. DEFINED BENEFIT PLAN FOR EMPLOYEES OF CATHOLIC SOCIAL SERVICES OF THE DIOCESE OF SCRANTO | SCRANTON, PA | Other NONE | 25 | $13.8M | $8K |
| BEAR RIVER MUTUAL INSURANCE COMPANY BEAR RIVER MUTUAL INSURANCE COMPANY DEFINED BENEFIT PLAN | MURRAY, UT | Other NONE | 113 | $12.1M | $17K |
| BEAR RIVER MUTUAL INSURANCE COMPANY BEAR RIVER MUTUAL INSURANCE COMPANY DEFINED BENEFIT PLAN | MURRAY, UT | Other NONE | 91 | $11.5M | $16K |
| BEAR RIVER MUTUAL INSURANCE COMPANY BEAR RIVER MUTUAL INSURANCE COMPANY DEFINED BENEFIT PLAN | MURRAY, UT | Other NONE | 78 | $11.3M | $16K |
| NATIONAL ASSOCIATION OF MUTUAL INSURANCE COMPANIES NATIONAL ASSOCIATION OF MUTUAL INSURANCE COMPANIES DEFINED BENEFIT PLAN | INDIANAPOLIS, IN | Other NONE | 18 | $10.8M | $18K |
| SOUTHEAST HOSPITAL SOUTHEASTHEALTH RETIREMENT PLAN | CAPE GIRARDEAU, MO | Other NONE | 0 | $0 | $55K |
| SOUTHEAST HOSPITAL SOUTHEASTHEALTH 401A PLAN | CAPE GIRARDEAU, MO | Other NONE | 0 | $0 | $34K |