# Concord Investment Counsel INC DC Plan
Source: https://planprovider.pro/companies/concord-investment-counsel-inc-plan

> Concord Investment Counsel INC's DC plan: 1 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Concord Investment Counsel INC

- **Sponsor EIN:** 330809931

- **Sponsor Address:** 9259 RESEARCH DR, IRVINE, CA, 926184286

- **Plan Type:** DC

- **Total Participants:** 1

- **Total Assets:** $2.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2025|1|$2.1M|$71,775|$0|

| 2024|1|$2.1M|$71,775|$0|

| 2023|1|$1.9M|$69,000|$0|

| 2022|3|$2.2M|$61,000|$0|

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