Concept 2001, Inc. 401(k) Plan
Sponsored by Concept 2001, Inc. · EIN 582453817 · Plan #333
- Total assets
- $31.2M
- Net assets
- $31.2M
- Active participants
- 1,992
- With balances
- 927
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 |
|---|---|---|
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $70,241 |
| Elliott Davis, Llc/Pllc | Accounting, Direct payment from the plan | $11,500 |