Retirement plan

CONCURRENT TECHNOLOGIES CORPORATION RETIREMENT SAVINGS PLAN

Name: CONCURRENT TECHNOLOGIES CORPORATION - CONCURRENT TECHNOLOGIES CORPORATION RETIREMENT SAVINGS PLAN (2025) Form 5500
Creator: CONCURRENT TECHNOLOGIES CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONCURRENT TECHNOLOGIES CORPORATION RETIREMENT SAVINGS PLAN, CONCURRENT TECHNOLOGIES CORPORATION

CONCURRENT TECHNOLOGIES CORPORATIONEIN 25-1556708Plan #002PY 2025

100 CTC DRIVE - JOHNSTOWN, PA 15904800-282-4392ctc.comLinkedIn201-500 employeesdefense & space

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed December 29, 1999

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

How to read this page

Total assets (EOY)

$226.2M

+8.8% from 2024

Total participants

1,360

-21.6% from 2024

Average account balance

$166,919

+32.6% from 2024

Annual return

12.89%

-2.46 pp from 2024

Benchmarks

See 98 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort98 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$226.18M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$167K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

1,355

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

98.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.76M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.89%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$116

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143	Advisory (Plan)	$74,821
TIAA10+ years Service code 15 · EIN 13-1624203	Recordkeeping	$63,022
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590	Accounting	$19,167

Plan features & details

Pension benefit codes2A2E2F2G2T3H3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$157K

$376 / participant

Recordkeeping$49K31.1%
Investment mgmt$85K54.1%
Contract admin$4K2.6%
Other / not subdivided$19K12.2%

% of EOY assets

0.069%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BDO USA, P.C.
Auditor EIN: 135381590
Audit fees: $19,167
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$166,919

$49,796+235.2%

$136,867+22.0%

$69,255+141.0%

Participation rate

98.8%

62.1%+36.8pp

74.5%+24.3pp

69.0%+29.8pp

Annual return

12.89%

12.45%+0.4pp

42.97%-30.1pp

26.73%-13.8pp

Employer contribution / active EE

$4,231

$2,044+107.0%

$3,547+19.3%

$2,645+60.0%

Participant deferral / active EE

$9,548

$2,062+363.0%

$4,924+93.9%

$2,890+230.3%

Admin fee / account holder

$116

$484-76.1%

$10,340-98.9%

$733-84.2%

Provider

Service type

Compensation

CAPFINANCIAL PARTNERS LLC4 years

Filed as: CAPFINANCIAL PARTNERS, LLC

Service code 27 · EIN 26-0058143

Advisory (Plan)

$74,821

TIAA10+ years

Service code 15 · EIN 13-1624203

Recordkeeping

$63,022

BDO USA, LLP3 years

Filed as: BDO USA, P.C.

Service code 10 · EIN 13-5381590

Accounting

$19,167

CONCURRENT TECHNOLOGIES CORPORATION RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CONCURRENT TECHNOLOGIES CORPORATION RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion