Concurrent Investment Advisors LCC

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

Total plan assets

$10.7M

Filings (rows)

Direct comp

$18K

Indirect comp

Showing only "CONCURRENT INVESTMENT ADVISORS LCC"

View all 4 variants aggregated →

CONCURRENT INVESTMENT ADVISORS134 CONCURRENT INVESTMENT ADVISORS LL9 CONCURRENT INVESTMENT2 CONCURRENT INVESTMENT ADVISORS LCC1

SERVICES PROVIDED

Advisor / Consultant1

Prospecting the plans that use Concurrent Investment Advisors LCC?

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 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Trimas Corporation Trimas Corporation Union Employees Pension Plan · all filings	BLOOMFIELD HILLS, MI	Advisor / Consultant	99	$10.7M	$18K	$0