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THE CONCORD ADVISORY GROUP, LTD.

EIN 22-3039644-financial services-Latest filing 2025
Plans
1
Retirement
1
$17.6M assets
Welfare
0
Participants
40
700 ALEXANDER PARK, SUITE 203 - PRINCETON, NJ 08540609-987-9000concordadvisory.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$17.6M - 40 part

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Retirement#001

CONCORD ADVISORY GROUP RETIREMENT SAVINGS PLAN

401k

Assets$17.6M
Participants40
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CONCORD ADVISORY GROUP RETIREMENT SAVINGS PLAN401k$17.6M402025
Retirement plans
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