P 401(k) Plan Report
P 401(k) Plan Report

Stable plan record

CONCORDIA WEALTH MANAGEMENT, LLC 401(K) RETIREMENT PLAN

Sponsored by CONCORDIA WEALTH MANAGEMENT, LLC · EIN/PN 455085238-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$30,530
Administrative cost per participant
2025
Not reported
Active participants
2025
4
Total plan assets
2025
$2,354,599
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260128054743NAL00042496640014$30,530
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.