Plans listing this provider
27
0.05% of the 56,420 plans with Schedule H financials; 20 in 2023
Providers › Concurrent Investment Advisors LLC
Concurrent Investment Advisors LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $1,106,225
Assets of those plans
$2,527,382,320
0.03% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,106,225
100% 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) | 26 |
| 50 | Direct payment from the plan | 2 |
| 16 | Consulting (general) | 1 |
| 26 | Investment advisory (participants) | 1 |
| 51 | Investment management fees paid directly by plan | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Autoliv ASP, Inc. Employee Savings and Investment Plan | Morton International | $686,808,665 | 5,387 | $75,000 |
| Fresenius Kabi USA, LLC Savings & RET Plan | Fresenius Kabi USA | $559,525,066 | 5,330 | $90,000 |
| TKC Holdings, Inc. Retirement Plan | TKC Holdings | $281,921,345 | 2,740 | $42,641 |
| Tanimura & Antle, Inc. Profit Sharing 401(k) Plan | Tanimura & Antle | $121,636,629 | 2,087 | $40,000 |
| Dudek 401(k) Plan | Dudek | $90,696,458 | 1,032 | $25,000 |
| Sakata Employee Profit Sharing & Savings Plan | Sakata Seed America | $76,892,178 | 394 | $50,000 |
| MSX International 401(k) Plan | MSX International RNS | $69,993,086 | 1,794 | $75,000 |
| Avon Protection & Team Wendy Retirement Plan | Avon Protection Systems | $61,704,360 | 886 | $89,810 |
| Retirement Savings Plan for Metal Exchange Family of Companies | Metal Exchange | $59,733,067 | 866 | $46,667 |
| Veoneer US Safety Systems, LLC 401(k) Employee Savings and Investment Plan | Veoneer US Safety Systems | $56,745,960 | 250 | $33,389 |
| Obayashi Corporation Retirement Savings Plan | Obayashi | $52,220,708 | 293 | $35,000 |
| Carmel Partners, LLC 401(k) Profit Sharing Plan | Carmel Partners Management | $49,131,905 | 439 | $19,070 |
| CR&R Incorporated Profit Sharing and Employee Savings Plan | CR&R | $45,974,261 | 1,017 | $30,000 |
| BJ'S Restaurants, Inc. 401(k) Plan | BJ’S Restaurants | $44,662,089 | 1,358 | $20,000 |
| Evans Hotels 401(k) Employee Retirement Plan | Evans Hotels | $35,247,657 | 1,315 | $28,333 |
| Moor + South Employees' 401(k) Savings Plan | Moor + South/pier Management | $31,135,285 | 285 | $30,000 |
| Havco Wood Products LLC 401(k) Profit Sharing Plan | Havco Wood Products | $29,012,402 | 556 | $39,973 |
| Tait & Associates, Inc. 401(k) Savings Plan | Tait & Associates | $26,364,525 | 242 | $16,685 |
| Euromotors Auto Group Retirement Plan | Euromotors Inc. D/B/A Mercedes Benz of San Francisco | $25,135,028 | 357 | $35,000 |
| Lasalle Bristol, LP 401(k) Plan | Lasalle Bristol | $24,093,933 | 455 | $44,818 |
| The Hess Collection 401(k) Plan | Hess Collection Winery | $22,670,982 | 149 | $20,000 |
| Mayer, LLP 401(k) and Profit Sharing Plan | Mayer | $19,439,519 | 332 | $68,067 |
| Tingue, Brown & Co. 401(k) Plan | Tingue Brown | $16,940,139 | 138 | $22,605 |
| Cordelia Lighting, Inc. 401(k) Plan | Cordelia Lighting | $16,248,598 | 110 | $25,000 |
| Service Filtration Corporation 401(k) Plan | Service Filtration | $15,402,953 | 249 | $26,667 |
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.