CONCORDE ASSET MANAGEMENT

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

836

Total plan assets

$45.3M

Filings (rows)

Direct comp

$210K

Indirect comp

SERVICES PROVIDED

Other2

Advisor / Consultant1

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
CONCORD, USA, LLC CONCORD, USA, LLC 401(K) PLAN	HOPKINS, MN	Other OTHER	267	$18.9M	$94K
CONCORD, USA, LLC CONCORD, USA, LLC 401(K) PLAN	HOPKINS, MN	Other OTHER	308	$17.3M	$64K
CONCORD, USA, LLC CONCORD, USA, LLC 401(K) PLAN	HOPKINS, MN