Plan Snapshot
- Plan Sponsor: Concord Properties, LLC
- Sponsor EIN: 742541738
- Sponsor Address: 401 EAST SONTERRA, SAN ANTONIO, TX, 78258
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 18
- Total Assets: $747,827
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. |
|---|
| 2025 | 18 | $747,827 | $0 | $0 |
| 2024 | 11 | $893,620 | $18,266 | $25,459 |
| 2023 | 10 | $1.0M | $10,988 | $20,438 |
| 2022 | 10 | $1.7M | $21,291 | $46,650 |
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