Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CONCORDIA ENTERPRISES, LLC
EIN 26-1200202Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
20
215 10TH ST., STE 100 - DES MOINES, IA 50309515-282-3000
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 20 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CONCORDIA GROUP SAFE HARBOR 401(K) PLAN
401k
Assets$3.0M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CONCORDIA GROUP, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$604K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CONCORDIA GROUP SAFE HARBOR 401(K) PLAN | 401k | $3.0M | 11 | 2025 | |
| 002 | CONCORDIA GROUP, LLC CASH BALANCE PENSION PLAN | CashBalance | $604K | 9 | 2024 |
Retirement plans