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  1. Companies/
  2. The Concord Advisory Group, Ltd.

Filings through Oct 24, 2026.

The Concord Advisory Group, Ltd.

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

Plan summaries

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

Retirement#001

CONCORD ADVISORY GROUP RETIREMENT SAVINGS PLAN

401(k)

Assets$17.6M
Participants40
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
#001CONCORD ADVISORY GROUP RETIREMENT SAVINGS PLAN401(k)$17.6M402025
  • CONCORD ADVISORY GROUP RETIREMENT SAVINGS PLAN$17.6M
    #001 · 401(k) · 202540
Retirement plans
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