Concord 401(k) Plan
Sponsored by Concord Music Group, Inc · EIN 942706496 · Plan #001
- Total assets
- $56.0M
- Net assets
- $56.0M
- Active participants
- 494
- With balances
- 668
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors Llc | Investment advisory (plan) | $105,971 |
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $1,088 |