Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE CONCOURSE GROUP, LLC
EIN 52-2332471management consultingLatest filing 2025
Plans
2
Retirement
2
$5.9M assets
Welfare
0
Participants
63
2553 HOUSLEY ROAD - ANNAPOLIS, MD 21401301-471-4342theconcoursegroup.comLinkedIn11-50 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.9M assets / 63 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
THE CONCOURSE GROUP, LLC RETIREMENT TRUST
401k
Assets$3.1M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE CONCOURSE GROUP, LLC 401(K) PLAN
401k
Assets$2.8M
Participants32
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 | THE CONCOURSE GROUP, LLC RETIREMENT TRUST | 401k | $3.1M | 31 | 2024 | |
| 002 | THE CONCOURSE GROUP, LLC 401(K) PLAN | 401k | $2.8M | 32 | 2025 |
Retirement plans