CONCURRENT INVESTMENT

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

36,486

Total plan assets

$2.0B

Filings (rows)

Direct comp

$66K

Indirect comp

Showing only "CONCURRENT INVESTMENT"

View all 4 variants aggregated →

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

SERVICES PROVIDED

Advisor / Consultant1

Other service providers1

Plans served

All 2 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
WVU HEALTH SYSTEM WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN	MORGANTOWN, WV	Advisor / Consultant	32,450	$1.8B	$53K	$0
WVU HEALTH SYSTEM WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 401(K) PLAN	MORGANTOWN, WV	Other service providers