Concurrent Investment Advisors LLC — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Concurrent Investment Advisors LLC is reported as a service provider on 55 loaded Form 5500 filing(s) across 51 plan sponsor(s) and 55 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $786,216 and reported indirect compensation totals $129,258.
Reported compensation summary
- Reported direct compensation
- $786,216
- Reported indirect compensation
- $129,258
- Total reported compensation
- $915,474
- Filings
- 55
- Plan sponsors
- 51
- Plans
- 55
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Avon Rubber And Plastics, Inc. | MI | 1 | $83,249 |
| American Axle & Manufacturing, Inc. | MI | 2 | $75,000 |
| Tram, Inc. | MI | 1 | $68,212 |
| Fresenius Kabi Usa, LLC | IL | 1 | $45,000 |
| Ilitch Holdings, Inc. | MI | 1 | $45,000 |
| Lasalle Bristol, L.P. | IN | 2 | $37,203 |
| Msx International Rns, LLC | MI | 1 | $34,167 |
| Sakata Seed America, Inc. | CA | 1 | $25,000 |
| Thompson, Coe, Cousins & Irons, L.L.P. | TX | 1 | $23,214 |
| Veoneer Us, LLC | MI | 1 | $22,802 |
State footprint
Plans reporting Concurrent Investment Advisors LLC are sponsored in CA (26), MI (11), IL (6), TX (4), IN (2), MO (2), FL (1), NV (1), PA (1), AZ (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Avon Rubber And Plastics, Inc. | Avon Rubber And Plastics, Inc. Employees Retirement Plan | 2023 | $83,249 | not reported in the loaded dataset |
| Tram, Inc. | Tram, Inc. 401(K) Retirement Plan | 2023 | $0 | $68,212 |
| American Axle & Manufacturing, Inc. | American Axle & Manufacturing, Inc. Salaried Savings Plan | 2023 | $53,755 | not reported in the loaded dataset |
| Fresenius Kabi Usa, LLC | Fresenius Kabi Usa, LLC Savings & Ret Plan | 2023 | $45,000 | not reported in the loaded dataset |
| Ilitch Holdings, Inc. | Ilitch Holdings 401(K) Plan | 2023 | $45,000 | not reported in the loaded dataset |
| Msx International Rns, LLC | Msx International 401(K) Plan | 2023 | $34,167 | not reported in the loaded dataset |
| Lasalle Bristol, L.P. | Lasalle Bristol, Lp 401(K) Plan | 2023 | $26,331 | not reported in the loaded dataset |
| Sakata Seed America, Inc. | Sakata Employee Profit Sharing & Savings Plan | 2023 | $25,000 | not reported in the loaded dataset |
| Thompson, Coe, Cousins & Irons, L.L.P. | Thompson, Coe, Cousins & Irons L.L.P. Retirement Plan | 2023 | $23,214 | not reported in the loaded dataset |
| Veoneer Us, LLC | Veoneer 401(K) Employees Savings And Investment Plan | 2023 | $22,802 | not reported in the loaded dataset |
| Texas Oil & Chemical Co. Ii, Inc. | Texas Oil & Chemical Co. Ii, Inc. 401(K) Plan | 2023 | $0 | $22,573 |
| Mayer, Llp | Mayer, Llp 401(K) And Profit Sharing Plan | 2023 | $22,168 | $0 |
| American Axle & Manufacturing, Inc. | American Axle & Manufacturing, Inc. Personal Savings Plan For Hourly-Rate Associates | 2023 | $21,245 | not reported in the loaded dataset |
| Koll Bren Schreiber Realty Advisors | Koll Bren Schreiber Realty Advisors Employees' 401(K) Plan | 2023 | $18,180 | not reported in the loaded dataset |
| Euromotors, Inc. D/B/A Mercedes Benz Of San Francisco | European Motors, Ltd. 401(K) Profit Sharing Plan | 2023 | $17,500 | not reported in the loaded dataset |
| Hypower, LLC | Hypower, LLC 401(K) Plan | 2023 | $0 | $16,867 |
| Fiamm Technologies L.L.C. | Fiamm Technologies L.L.C 401(K) Plan | 2023 | $15,160 | not reported in the loaded dataset |
| Moor + South/Pier Management Co., L.P. | Moor + South Employees' 401(K) Savings Plan | 2023 | $15,000 | not reported in the loaded dataset |
| Vitria Technology, Inc. | Vitria Technology, Inc. 401(K) Plan | 2023 | $15,000 | not reported in the loaded dataset |
| Jc Resorts LLC | Jc Resorts LLC 401(K) Benefit Plan | 2023 | $13,798 | not reported in the loaded dataset |
| Trimas Corporation | Trimas Corporation Union Employees Pension Plan | 2023 | $13,500 | not reported in the loaded dataset |
| Tanimura & Antle Inc. | Tanimura & Antle, Inc. Profit Sharing 401(K) Plan | 2023 | $13,297 | not reported in the loaded dataset |
| Norc, Inc. | Norc, Inc. Retirement Plan | 2023 | $13,125 | not reported in the loaded dataset |
| Chinese American International School | Chinese American International School Retirement Savings Plan | 2023 | $12,500 | not reported in the loaded dataset |
| Dudek | Dudek 401(K) Plan | 2023 | $12,500 | not reported in the loaded dataset |
| Essex Portfolio L.P. | Essex Portfolio L.P. 401(K) Plan | 2023 | $12,000 | not reported in the loaded dataset |
| Obayashi Corporation | Obayashi Corporation Retirement Savings Plan | 2023 | $11,635 | not reported in the loaded dataset |
| Lymi Inc | Lymi Inc 401(K) Profit Sharing Plan & Trust | 2023 | $11,383 | not reported in the loaded dataset |
| Sunny Sky Products, LLC | Sunny Sky Products, LLC 401(K) Plan | 2023 | $11,008 | not reported in the loaded dataset |
| Lasalle Bristol Lp | Lasalle Bristol Lp Pension Plan | 2023 | $10,872 | not reported in the loaded dataset |
| Konami Gaming, Inc. | Konami Gaming, Inc. Savings & Retirement Plan | 2023 | $10,833 | not reported in the loaded dataset |
| Akwel Cadillac Usa, Inc. | Akwel Cadillac Usa, Inc. Employees Retirement Plan | 2023 | $10,229 | not reported in the loaded dataset |
| Road Machinery | The Road Machinery LLC Employee Thrift Pension Plan | 2023 | $10,000 | not reported in the loaded dataset |
| Barry Callebaut Usa | Barry Callebaut U.S.A. 401(K) Retirement Plan | 2023 | $10,000 | not reported in the loaded dataset |
| Cr&R Incorporated | Cr&R Incorporated Profit Sharing And Employee Savings Plan | 2023 | $9,973 | not reported in the loaded dataset |
| Tkc Holdings, Inc. | Tkc Holdings, Inc. Retirement Plan | 2023 | $9,641 | not reported in the loaded dataset |
| Veoneer Us Safety Systems, LLC | Veoneer Us Safety Systems LLC 401(K) Employee Savings And Investment Plan | 2023 | $8,750 | not reported in the loaded dataset |
| Esherick Homsey Dodge And Davis, Architects | Esherick Homsey Dodge & Davis 401(K) Savings Plan | 2023 | $0 | $8,310 |
| Cordelia Lighting, Inc. | Cordelia Lighting, Inc. 401(K) Plan | 2023 | $8,310 | not reported in the loaded dataset |
| The Uniontown Hospital | Retirement Plan For Employees Of The Uniontown Hospital | 2023 | $8,250 | not reported in the loaded dataset |
| Rosalind Franklin University Of Medicine And Science | Rosalind Franklin University Of Medicine And Science 403(B) Defined Contribution Plan | 2023 | $8,062 | not reported in the loaded dataset |
| Burke, Williams & Sorensen, Llp | Burke, Williams & Sorensen, Llp Associate 401(K) Profit Sharing Plan | 2023 | $7,500 | not reported in the loaded dataset |
| San Francisco Conservatory Of Music | San Francisco Conservatory Of Music Dc Retirement Plan | 2023 | $7,500 | not reported in the loaded dataset |
| Burke, Williams & Sorensen, Llp | Burke, Williams & Sorensen, Llp 401(K) Profit Sharing Plan | 2023 | $7,500 | not reported in the loaded dataset |
| Rosalind Franklin University Of Medicine And Science | Rosalind Franklin University Of Medicine And Science Qualified Money Purchase Pension Plan And Trust | 2023 | $6,750 | not reported in the loaded dataset |
| Auto Tire & Parts Company, Inc. | Auto Tire & Parts Company, Inc. 401(K) Plan | 2023 | $6,667 | not reported in the loaded dataset |
| The Mayer Corporation | Rlm Associates Retirement Plan | 2023 | $6,667 | not reported in the loaded dataset |
| Hidden Valley Investments, Inc. Dba Quality Chevrolet | Quality Chevrolet 401(K) Retirement Plan | 2023 | $0 | $6,648 |
| Ibaset, Inc. | Ibaset, Inc. Savings Plan | 2023 | $0 | $6,648 |
| The Hess Collection Winery | The Hess Collection 401(K) Plan | 2023 | $6,648 | not reported in the loaded dataset |
Related Form 5500 pages
- Avon Rubber And Plastics, Inc. Employees Retirement Plan (plan 004)
- Avon Rubber And Plastics, Inc. — all reported plans
- Tram, Inc. 401(K) Retirement Plan (plan 001)
- Tram, Inc. — all reported plans
- American Axle & Manufacturing, Inc. Salaried Savings Plan (plan 005)
- American Axle & Manufacturing, Inc. — all reported plans
- Fresenius Kabi Usa, LLC Savings & Ret Plan (plan 001)
- Fresenius Kabi Usa, LLC — all reported plans
- Ilitch Holdings 401(K) Plan (plan 002)
- Ilitch Holdings, Inc. — all reported plans
- Msx International 401(K) Plan (plan 009)
- Msx International Rns, LLC — all reported plans
- Lasalle Bristol, Lp 401(K) Plan (plan 003)
- Lasalle Bristol, L.P. — all reported plans
- Sakata Employee Profit Sharing & Savings Plan (plan 001)
- Sakata Seed America, Inc. — all reported plans
- Thompson, Coe, Cousins & Irons L.L.P. Retirement Plan (plan 002)
- Thompson, Coe, Cousins & Irons, L.L.P. — all reported plans
- Veoneer 401(K) Employees Savings And Investment Plan (plan 001)
- Veoneer Us, LLC — all reported plans
- Texas Oil & Chemical Co. Ii, Inc. 401(K) Plan (plan 001)
- Texas Oil & Chemical Co. Ii, Inc. — all reported plans
- Mayer, Llp 401(K) And Profit Sharing Plan (plan 001)
- Mayer, Llp — all reported plans
- American Axle & Manufacturing, Inc. Personal Savings Plan For Hourly-Rate Associates (plan 004)
- Koll Bren Schreiber Realty Advisors Employees' 401(K) Plan (plan 001)
- Koll Bren Schreiber Realty Advisors — all reported plans
- European Motors, Ltd. 401(K) Profit Sharing Plan (plan 003)
- Euromotors, Inc. D/B/A Mercedes Benz Of San Francisco — all reported plans
- Hypower, LLC 401(K) Plan (plan 002)
- Hypower, LLC — all reported plans
- Fiamm Technologies L.L.C 401(K) Plan (plan 001)
- Fiamm Technologies L.L.C. — all reported plans
- Moor + South Employees' 401(K) Savings Plan (plan 001)
- Moor + South/Pier Management Co., L.P. — all reported plans
- Vitria Technology, Inc. 401(K) Plan (plan 001)
- Vitria Technology, Inc. — all reported plans
- Jc Resorts LLC 401(K) Benefit Plan (plan 002)
- Jc Resorts LLC — all reported plans
- Trimas Corporation Union Employees Pension Plan (plan 043)
- Trimas Corporation — all reported plans
- Tanimura & Antle, Inc. Profit Sharing 401(K) Plan (plan 002)
- Tanimura & Antle Inc. — all reported plans
- Norc, Inc. Retirement Plan (plan 003)
- Norc, Inc. — all reported plans
- Chinese American International School Retirement Savings Plan (plan 001)
- Chinese American International School — all reported plans
- Dudek 401(K) Plan (plan 001)
- Dudek — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources