Plan Snapshot
- Plan Sponsor: Concentrus, INC.
- Sponsor EIN: 275381788
- Sponsor Address: 1550 VALLEY VISTA DR, STE 230, DIAMOND BAR, CA, 91765
- Plan Type: 401(k)
- Total Participants: 77
- Total Assets: $13.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 77 | $13.5M | $366,715 | $461,503 |
| 2023 | 70 | $12.3M | $449,027 | $458,465 |
| 2022 | 72 | $11.1M | $435,331 | $552,811 |
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 |
|---|---|---|---|---|
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLTHOUSE CARLIN & VAN TRIGT LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $66,692 | $44,416 | — | — | — |
| 2023 | $61,358 | $37,886 | — | — | — |
| 2022 | $69,389 | $43,473 | $21,041 | — | — |