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

Investment manager2

Advisor / Consultant1

Prospecting the plans that use Concorde Asset Management?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Concord, USA, LLC Concord, USA, LLC 401(k) Plan · all filings	HOPKINS, MN	Investment manager	267	$18.9M	$94K	$0
Concord, USA, LLC Concord, USA, LLC 401(k) Plan · all filings	HOPKINS, MN	Investment manager	308	$17.3M	$64K	$0
Concord, USA, LLC Concord, USA, LLC 401(k) Plan · all filings	HOPKINS, MN	Advisor / Consultant	261	$9.1M	$52K	$0