Plan Snapshot
- Plan Sponsor: Concord Servicing Corporation
- Sponsor EIN: 860617322
- Sponsor Address: 4150 NORTH DRINKWATER BLVD, SCOTTSDALE, AZ, 85251
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $13.1M
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 | 133 | $13.1M | $469,627 | $1.1M |
| 2023 | 131 | $9.7M | $177,495 | $873,810 |
| 2022 | 109 | $8.4M | $266,798 | $836,846 |
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 |
|---|---|---|---|---|
| MANSPERGER PATTERSON & MCMULLIN | Auditor | — | — | $0 |
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 | $56,182 | $29,912 | $26,270 | — | — |
| 2023 | $42,076 | $22,189 | $19,887 | — | — |
| 2022 | $41,036 | $20,793 | $20,243 | — | — |