Concentric Advisors 401(k) Retirement Plan
Sponsored by Concentric Group, Inc. · EIN 813389131 · Plan #001
- Total assets
- $20.0M
- Net assets
- $20.0M
- Active participants
- 264
- With balances
- 406
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Betterment For Business, Llc | Investment advisory (plan), Recordkeeping fees | $48,082 |