# Finance Concepts LLC 401(k) Plan
Source: https://planprovider.pro/companies/finance-concepts-llc-401k-plan

> Finance Concepts LLC's 401(k) plan: 17 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Finance Concepts LLC

- **Sponsor EIN:** 450980182

- **Sponsor Address:** 12150 TRIBUTARY POINT DR STE 190, RANCHO CORDOVA, CA, 956704531

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

- **Total Participants:** 17

- **Total Assets:** $2.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|17|$2.1M|$61,544|$135,575|

| 2023|18|$1.7M|$67,436|$134,529|

| 2022|18|$1.4M|$68,659|$127,494|

## Similar Plans

- [California Bankers Association](https://planprovider.pro/companies/western-bankers-association-401k-plan) — 17 participants

- [Ccic North America INC](https://planprovider.pro/companies/ccic-north-america-inc-401k-plan) — 17 participants

- [Unleashing Leaders, INC](https://planprovider.pro/companies/unleashing-leaders-inc-plan) — 17 participants

- [Klaris, Thomson & Schroeder, INC.](https://planprovider.pro/companies/klaris-thomson-schroeder-inc-401k-plan) — 16 participants

- [Superior Foods INC](https://planprovider.pro/companies/superior-foods-inc-401k-plan) — 16 participants

- [Frank R Boegeman](https://planprovider.pro/companies/frank-r-boegeman-401k-plan) — 16 participants

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

© 2026 PlanProvider.Pro