# Concurrent Hro, LLC 401(k) Plan
Source: https://planprovider.pro/companies/concurrent-hro-llc-401k-plan

> Concurrent Hro, LLC's 401(k) plan: 1,641 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Concurrent Hro, LLC

- **Sponsor EIN:** 475137893

- **Sponsor Address:** 11811 UPHAM ST., BROOMFIELD, CO, 80020

- **Plan Type:** 401(k)

- **Total Participants:** 1,641

- **Total Assets:** $61.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|1,641|$61.7M|$3.2M|$7.3M|

| 2023|1,852|$42.5M|$2.0M|$5.9M|

| 2022|1,102|$23.9M|$1.1M|$3.3M|

## 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|

| JASON F. CLAUSEN, P.C.|Auditor|$10,000|—|$10,000|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $10,000

- **Estimated Expense Ratio:** 0.016% 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|$428,977|$201,421|$197,771|$10,000|—|

| 2023|$339,259|$141,546|$139,806|$8,500|—|

| 2022|$199,745|$90,555|$100,690|—|$8,500|

## Similar Plans

- [Startek Usa, INC.](https://planprovider.pro/companies/startek-usa-inc-401k-plan) — 1,394 participants

- [Partners Peo, LLC](https://planprovider.pro/companies/partners-peo-llc-401k-plan) — 1,315 participants

- [Velocity Global Usa LLC](https://planprovider.pro/companies/velocity-global-usa-llc-401k-plan) — 1,274 participants

- [Staffscapes, INC](https://planprovider.pro/companies/staffscapes-inc-401k-plan) — 1,185 participants

- [Velocity Global, LLC](https://planprovider.pro/companies/velocity-global-llc-plan) — 448 participants

- [Legacy Human Resources](https://planprovider.pro/companies/legacy-human-resources-401k-plan) — 440 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/concurrent-hro-llc-401k-plan)

© 2026 PlanProvider.Pro