AUMdb

Concord Investment Counsel Inc Profit Sharing Qrp Group Plan

Sponsored by Concord Investment Counsel Inc · EIN 330809931 · Plan #001 · Irvine, CA

Total assets
Net assets
Active participants
1
With balances
1

Plan year beginning 04/01/2024 · Age/service weighted or new comparability, Profit-sharing, Total participant-directed account

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).

No Schedule C on file for this plan year.