# Concurrent Investment Advisors, LLC
Source: https://planprovider.pro/provider/concurrent-investment-advisors-llc

> Concurrent Investment Advisors, LLC is an SEC Registered Investment Advisor focused on supporting financial advisors who work with plan sponsors, individuals…

Retirement Plan Advisor

Tampa, FL

## About Concurrent Investment Advisors, LLC

Concurrent Investment Advisors, LLC is an SEC Registered Investment Advisor focused on supporting financial advisors who work with plan sponsors, individuals, and families. The firm offers comprehensive retirement services, aiding with plan document construction, sophisticated investment analysis, and on-site participant support. Concurrent emphasizes transparency in service agreements and fee arrangements, providing annual executive summaries to plan sponsors. The firm is dedicated to fostering seamless partnerships and delivering services designed to help participants achieve their retirement goals. They work with corporate plans, nonprofit plans, and associations.

Website: [https://poweredbyconcurrent.com/plan-sponsors/](https://poweredbyconcurrent.com/plan-sponsors/)

Founded: 2016

Employees: 65

## Office Locations

- Tampa, FL (Headquarters)

## Accreditations & Certifications

- RIA

- CFP®

- Other

## Services Offered

- 3(21) Investment Advisor

- Plan Design Consulting

- Participant Investment Advice

- Compliance Services

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $15.7B

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN|
WVU HEALTH SYSTEM, WV|
$1.8B|
32,450|

| EXPERIAN PERSONAL INVESTMENT PLAN|
EXPERIAN, INC., CA|
$1.7B|
6,165|

| AMERICAN AXLE & MANUFACTURING, INC. SALARIED SAVINGS PLAN|
AMERICAN AXLE & MANUFACTURING, INC., MI|
$707M|
1,857|

| FRESENIUS KABI USA, LLC SAVINGS & RET PLAN|
FRESENIUS KABI USA, LLC, IL|
$560M|
4,114|

| PIH HEALTH, INC. 403(B) PLAN|
PIH HEALTH, INC, CA|
$423M|
7,342|

| 401(k) Retirement Plan|
Healthcare Sponsor, WV|
$392M|
2,079|

| 403(b) Retirement Plan|
Manufacturing Sponsor, WV|
$328M|
2,091|

| 401(k) Retirement Plan|
Professional Services Sponsor, MI|
$307M|
4,784|

| 401(k) Retirement Plan|
Technology Sponsor, MI|
$258M|
3,824|

### 
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## Team Members

- **Nate Lenz**, CEO, Founding Partner

- **Leah Bennett**, Chief Investment Strategist

- **Kristin Nelson**, VP, Investment Specialist

- **Michael Rosta**, Director, Central Operations

- **Marie Wolfe**, Director, Compliance

- **Brooke Bucher**, Associate Director, Onboarding

- **Ashley Heineman**, Associate Director, Central Operations

- **Scott Steele**, Founding Partner, M&A

- **Liz Lenz**, Managing Director, Practice Synergies & Enterprise Consulting

- **Anna Schrank**, VP, Advisor & Platform Marketing

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