Plans listing this provider
37
0.07% of the 56,420 plans with Schedule H financials; 29 in 2023
Providers › Concurrent Investment Advisors LLC
Concurrent Investment Advisors LLC
- Service provider, as named on Schedule C
- EIN 921819393
- Plan year 2024
- Direct compensation reported $903,128
Assets of those plans
$3,760,884,715
0.05% 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
$903,128
81% 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) | 30 |
| 99 | Other fees | 8 |
| 16 | Consulting (general) | 3 |
| 26 | Investment advisory (participants) | 2 |
| 15 | Recordkeeping and information management | 1 |
| 21 | Trustee (bank, trust company or similar) | 1 |
| 22 | Insurance agents and brokers | 1 |
| 23 | Insurance services | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Experian Personal Investment Plan | Experian Information Solutions | $1,689,889,896 | 7,852 | $70,000 |
| Ilitch Holdings 401(k) Plan | Ilitch Holdings | $307,075,679 | 5,221 | $45,000 |
| West Virginia University Health System 401(k) Plan | WVU Health System | $255,427,542 | 4,958 | $13,125 |
| The Good Samaritan Hospital 401(k) Retirement Savings Plan | PIH Health Good Samaritan Hospital | $234,725,603 | 1,593 | $5,400 |
| Tram, Inc. 401(k) Retirement Plan | Tram | $148,708,760 | 1,664 | $0 |
| Essex Portfolio L.P. 401(k) Plan | Essex Portfolio | $138,180,729 | 2,442 | $36,000 |
| Trimas Corporation Salaried Retirement Program | Trimas | $121,074,072 | 944 | $21,214 |
| Thompson, Coe, Cousins & Irons L.L.P. Retirement Plan | Thompson Coe Cousins & Irons | $86,564,796 | 632 | $60,590 |
| Trimas Corporation Hourly Retirement Program | Trimas | $84,868,208 | 1,868 | $50,787 |
| Konami Gaming, Inc. Savings & Retirement Plan | Konami Gaming | $70,617,420 | 476 | $40,000 |
| Burke, Williams & Sorensen, LLP 401(k) Profit Sharing Plan | Burke Williams & Sorensen | $47,890,535 | 132 | $15,000 |
| Akwel Cadillac USA, Inc. Employees Retirement Plan | Akwel Cadillac USA | $46,189,128 | 437 | $66,827 |
| Trecora LLC 401(k) Plan | Trecora | $39,832,845 | 304 | $0 |
| Burke, Williams & Sorensen, LLP Associate 401(k) Profit Sharing Plan | Burke Williams & Sorensen | $38,981,781 | 166 | $15,000 |
| Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan | Koll Bren Schreiber Realty Advisors | $37,591,559 | 126 | $39,996 |
| BBAM US LP 401(k) Plan | BBAM US | $32,624,441 | 134 | $25,000 |
| JC Resorts LLC 401(k) Benefit Plan | JC Resorts | $32,616,814 | 1,382 | $20,330 |
| Ibaset, Inc. Savings Plan | Ibaset | $31,374,777 | 215 | $0 |
| Esherick Homsey Dodge & Davis 401(k) Savings Plan | Esherick Homsey Dodge and Davis Architects | $25,286,133 | 116 | $0 |
| Metal One America, Inc. and Nifast Corporation 401(k) Plan | Metal One America | $24,581,971 | 164 | $20,000 |
| Open Bank Employee's 401(k) Plan | Open Bank | $23,203,978 | 296 | $12,500 |
| R.W. Sauder, Inc. 401(k) Profit Sharing Plan | R.W. Sauder | $22,558,843 | 362 | $53,467 |
| Vitria Technology, Inc. 401(k) Plan | Vitria Technology | $21,885,907 | 93 | $30,000 |
| ACE Relocation Systems, Inc. Savings Plan | ACE Relocation Systems | $20,855,621 | 294 | $20,000 |
| Swarco Mccain, Inc. 401(k) Profit Sharing Plan | Swarco Mccain | $18,159,108 | 174 | $0 |
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.