# Concentric LLC 401(k) Plan
Source: https://planprovider.pro/companies/concentric-llc-401k-plan

> Concentric LLC's 401(k) plan: 1,163 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Concentric LLC

- **Sponsor EIN:** 812516516

- **Sponsor Address:** 1621 WEST CROSBY ROAD, CARROLLTON, TX, 75006

- **Plan Type:** 401(k)

- **Total Participants:** 1,163

- **Total Assets:** $38.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,163|$38.9M|$2.6M|$5.4M|

| 2023|1,024|$26.2M|$287,790|$615,104|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$45,462|—|$45,462|

| WORLD INVESTMENT ADVISORS LLC|ADVISOR|$22,500|—|$22,500|

| CARON & BLETZER, PLLC|ACCOUNTANT/AUDITOR|$10,500|—|$10,500|

| STRATEGIC ADVISORS, INC.|ADVISOR|$5,143|—|$5,143|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — ACCOUNTANT/AUDITOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $83,605

- **Estimated Expense Ratio:** 0.215% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$86,595|$27,643|—|$10,500|—|

| 2023|$438|$82|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/concentric-llc-401k-plan)

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