Concord Wealth Partners

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

Active participants

1,070

Total plan assets

$81.6M

Filings (rows)

Direct comp

$214K

Indirect comp

SERVICES PROVIDED

Other service providers3

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Koopman Lumber Company, Inc. Koopman Lumber Company, Inc. 401(k) Profit Sharing Plan · all filings	WHITINSVILLE, MA	Advisor / Consultant	381	$29.6M	$68K	$0
Koopman Lumber Company, Inc. Koopman Lumber, Inc. 401(k) Profit Sharing Plan · all filings	WHITINSVILLE, MA	Advisor / Consultant	355	$24.2M	$54K	$0
Koopman Lumber Company, Inc. Koopman Lumber, Inc. 401(k) Profit Sharing Plan · all filings	WHITINSVILLE, MA	Advisor / Consultant	334	$19.1M	$41K	$0
Alpha Natural Resources NON-Union Retiree VEBA Board Alpha Natural Resources NON-Union Retiree VEBA Plan · all filings	ABINGDON, VA	Other service providers	0	$3.8M	$27K	$0
Alpha Natural Resources NON-Union Retiree VEBA Board Alpha Natural Resources NON-Union Retiree VEBA Plan · all filings	ABINGDON, VA	Other service providers	0	$2.8M	$13K	$0
Alpha Natural Resources NON-Union Retiree VEBA Board Alpha Natural Resources NON-Union Retiree VEBA Plan · all filings	ABINGDON, VA	Other service providers	—	$2.0M	$11K	$0