# The Concord Advisory Group, Ltd. DC Plan
Source: https://planprovider.pro/companies/the-concord-advisory-group-ltd-plan

> The Concord Advisory Group, Ltd.'s DC plan: 34 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Concord Advisory Group, Ltd.

- **Sponsor EIN:** 223039644

- **Sponsor Address:** 700 ALEXANDER PARK, PRINCETON, NJ, 08540

- **Plan Type:** DC

- **Total Participants:** 34

- **Total Assets:** $14.2M

## 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.|

| 2024|34|$14.2M|$262,342|$493,457|

| 2023|33|$11.7M|$259,246|$405,608|

| 2022|29|$9.3M|$251,306|$398,123|

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