# Concord Management, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/concord-management-ltd-401k-plan

> Concord Management, Ltd.'s 401(k) plan: 498 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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