PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Concentric Energy Advisors, Inc.

Filings through Oct 24, 2026.

Concentric Energy Advisors, Inc.

EIN 01-0568063-management consulting-Latest filing 2025
Plans
1
Retirement
1
$32.2M assets
Health & Benefits
0
Participants
86
293 BOSTON POST RD WEST, STE. 500 - MARLBOROUGH, MA 01752508-263-6200ceadvisors.comLinkedIn51-200 employeesmanagement consulting
Plans on this EIN
1 filing
#001401(k)-$32.2M - 86 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

CONCENTRIC ENERGY ADVISORS, INC. 401(K) PLAN

401(k)

Assets$32.2M
Participants86
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CONCENTRIC ENERGY ADVISORS, INC. 401(K) PLAN401(k)$32.2M862025
  • CONCENTRIC ENERGY ADVISORS, INC. 401(K) PLAN$32.2M
    #001 · 401(k) · 202586
Retirement plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica