Concurrent Technologies retirement plan: assets, participants and fees
What Concurrent Technologies' retirement plan 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 | TIAA | Schedule C ↗ |
| Independent auditor | Bdo USA, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 263 defined-contribution plans in other services with 1,000 to 4,999 participants.
| Concurrent Technologies: employer contribution per participant | $1,305 | |
| Peer median | $1,431 |
| Concurrent Technologies: average balance | $166,919 | |
| Peer median | $42,646 |
| Concurrent Technologies: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.23% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $167M at the end of plan year 2021 to $226M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,360 | $226M | $1.8M | $1,305 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 1,735 | $208M | $2.7M | $1,636 | 0.06% | Not published | Form 5500 ↗ |
| 2022 | 1,581 | $182M | $1.4M | $895 | 0.06% | Not published | Form 5500 ↗ |
| 2021 | 1,658 | $167M | $2.3M | $1,464 | 0.07% | Not published | Form 5500 ↗ |
Common questions
Does Concurrent Technologies match 401(k) contributions?
The match terms for the Concurrent Technologies Corporation Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $1.8M in employer contributions, about $1,305 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Concurrent Technologies 401(k) match vested?
The vesting schedule for the Concurrent Technologies Corporation Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Concurrent Technologies 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is Concurrent Technologies Corporation.
I left Concurrent Technologies. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Concurrent Technologies Corporation, (800) 282-4392) or the recordkeeper, TIAA. The Concurrent Technologies old 401(k) page lists the contacts from every plan filing. Find an old Concurrent Technologies 401(k)
Data from the public Form 5500 annual reports Concurrent Technologies filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 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 Concurrent Technologies. Not financial advice. Report a correction · Methodology