Plan Snapshot
- Plan Sponsor: The Concord Advisory Group, Ltd.
- Sponsor EIN: 223039644
- Sponsor Address: 700 ALEXANDER PARK, PRINCETON, NJ, 08540
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 40
- Total Assets: $17.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2025 | 40 | $17.6M | $0 | $0 |
| 2024 | 34 | $14.2M | $262,342 | $493,457 |
| 2023 | 33 | $11.7M | $259,246 | $405,608 |
| 2022 | 29 | $9.3M | $251,306 | $398,123 |