Concord, Usa, Llc 401(k) Plan
Sponsored by Concord, Usa, Llc · EIN 562334885 · Plan #001
- Total assets
- $18.9M
- Net assets
- $18.9M
- Active participants
- 267
- With balances
- 417
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 |
|---|---|---|
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Concorde Asset Management | Other fees | $93,613 |
| The Finway Group | Contract administrator | $35,281 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $31,452 |
| World Investment Advisors Llc | Investment advisory (plan) | $18,070 |
| Empower Advisory Group Llc | Investment management | $5,201 |