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Sponsor portfolio

CONCERT IDEAS, INC.

EIN 14-1608636-entertainment-Latest filing 2025
Plans
2
Retirement
2
$7.8M assets
Welfare
0
Participants
13
12 CARDINAL DRIVE - WOODSTOCK, NY 12498845-679-6000concertideas.comLinkedIn11-50 employeesentertainment
Plans on this EIN
2 filings
#001ProfitSharing-$7.7M - 8 part#002401k-$84K - 5 part

Retirement portfolio analytics

2 plans aggregated / $7.8M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • PLAN AND TRUST (#001)99%
  • IDEAS, INC. 401(K) (#002)1%
Total $7.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)8
  • IDEAS, INC. 401(K) (#002)5
Total 13Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CONCERT IDEAS, INC. PROFIT SHARING PLAN AND TRUST

ProfitSharing

Assets$7.7M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CONCERT IDEAS, INC. 401(K) PLAN

401k

Assets$84K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CONCERT IDEAS, INC. PROFIT SHARING PLAN AND TRUSTProfitSharing$7.7M82025
002CONCERT IDEAS, INC. 401(K) PLAN401k$84K52025
Retirement plans
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