Concurrent Technologies Corporation Retirement Savings Plan
Sponsored by Concurrent Technologies Corporation · EIN 251556708 · Plan #002
- Total assets
- $226M
- Net assets
- $226M
- Active participants
- 418
- With balances
- 1,355
Plan year beginning 07/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Investment advisory (plan), Direct payment from the plan | $74,821 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $63,022 |
| Bdo Usa, P.C. | Accounting, Direct payment from the plan | $19,167 |