Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 13 in 2023
Providers › Concourse Financial Group Securitie
Concourse Financial Group Securitie
- Service provider, as named on Schedule C
- EIN 630879387
- Plan year 2024
- Direct compensation reported $201,379
Assets of those plans
$285,395,108
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$201,379
43% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 5 |
| 70 | Consulting fees | 4 |
| 49 | Other services | 3 |
| 55 | Other commissions | 3 |
| 99 | Other fees | 2 |
| 15 | Recordkeeping and information management | 1 |
| 17 | Consulting (pension) | 1 |
| 21 | Trustee (bank, trust company or similar) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Construction Employees Group Profit Sharing Plan | Construction Employees Group Profit | $123,468,902 | 1,827 | $0 |
| Southwest Health Center, Inc. 403(b) TSA Plan | Southwest Health Center | $51,380,803 | 709 | $66,294 |
| Schmidt Wallace Healthcare Management Company, Inc. 401(k) Retirement Savings | Schmidt Wallace Healthcare Management | $19,081,640 | 549 | $0 |
| Hospice of the Red River Valley 401(k) Plan | Hospice of the Red River Valley | $17,249,202 | 243 | $30,844 |
| Southern States Bank 401(k) Plan | NAB LLC DBA Southern States Bank | $16,759,081 | 188 | $0 |
| Industrial Packaging Supplies, Inc. 401(k) Profit Sharing Planrecordkeeper | Industrial Packaging Supplies | $15,455,355 | 248 | $48,011 |
| Rainy Lake Medical Center 401(k) Retirement Plan | International Falls Memorial Hospital Association | $14,144,909 | 264 | $24,408 |
| Hyundai Transys Georgia Seating System, LLC 401(k) Plan | Hyundai Transys Georgia Seating System | $7,680,218 | 730 | $0 |
| Intermark Group, Inc. 401(k) Profit Sharing Plan | Intermark Group | $7,592,338 | 153 | $0 |
| Hyundai Transys Georgia Powertrain, Inc. 401(k) Plan | Hyundai Transys Georgia Powertrain | $6,944,098 | 344 | $21,858 |
| Crescent Community Health Center 401(k) Plan | Crescent Community Health Center | $5,638,562 | 147 | $9,964 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.