· 2022–2024 · DOL EFAST2
Search
Search
Browse
Resources
Pricing
Concurrent Investment Advisors LCC — Form 5500 Service Provider Profile | Form 5500 Search
Home
/
Providers
/
Concurrent Investment Advisors LCC
Back to search
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
1
Active participants
99
Total plan assets
$10.7M
Filings (rows)
1
Direct comp
$18K
Indirect comp
$0
Showing only "CONCURRENT INVESTMENT ADVISORS LCC"
View all 4 variants aggregated →
CONCURRENT INVESTMENT ADVISORS
141
CONCURRENT INVESTMENT ADVISORS LL
9
CONCURRENT INVESTMENT
4
CONCURRENT INVESTMENT ADVISORS LCC
1
SERVICES PROVIDED
Advisor / Consultant
1
Plans served
All 1 plans
Unlock 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