Concentric Group 401(k) match, vesting and fees
What Concentric Group's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Betterment for Business, LLC | Schedule C ↗ |
| Independent auditor | Clifton Larson Allen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Concentric Group: employer contribution per participant | $2,241 | |
| Peer median | $2,521 |
| Concentric Group: average balance | $49,382 | |
| Peer median | $75,833 |
| Concentric Group: admin expenses ÷ assets | 0.26% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $20M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 483 | $20M | $910K | $2,241 | 0.26% | Not published | Form 5500 ↗ |
Common questions
Does Concentric Group match 401(k) contributions?
The match terms for the Concentric Advisors 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $910K in employer contributions, about $2,241 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Concentric Group 401(k) match vested?
The vesting schedule for the Concentric Advisors 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Concentric Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Betterment for Business, LLC. The plan administrator is Concentric Group, Inc..
I left Concentric Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Concentric Group, Inc., (425) 828-0272) or the recordkeeper, Betterment for Business, LLC. The Concentric Group old 401(k) page lists the contacts from every plan filing. Find an old Concentric Group 401(k)
Data from the public Form 5500 annual reports Concentric Group filed with the U.S. Department of Labor (plan years 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Concentric Group. Not financial advice. Report a correction · Methodology