Plan Snapshot
- Plan Sponsor: Concord Management, Ltd.
- Sponsor EIN: 593337579
- Sponsor Address: 2605 MAITLAND CENTER PARKWAY SUITE, MAITLAND, FL, 32751
- Plan Type: 401(k)
- Total Participants: 498
- Total Assets: $39.1M
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 | 498 | $39.1M | $1.2M | $1.8M |
| 2023 | 463 | $34.6M | $1.2M | $1.7M |
| 2022 | 464 | $30.1M | $1.1M | $1.6M |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN, LLP | Auditor | $18,480 | — | $18,480 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,480
- Estimated Expense Ratio: 0.047% 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 | $42,697 | $13,392 | — | $18,480 | — |
| 2023 | $74,621 | $15,782 | — | $20,600 | — |
| 2022 | $149,207 | — | $149,207 | — | — |