The Concord Advisory Group — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Concord Advisory Group is reported as a service provider on 4 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $70,036 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$70KDirect + indirect, across loaded filings$70,036
Plans served4
Plan sponsors3
Filings4
Direct vs. indirect compensation
Direct compensation$70K
Indirect compensationNot reported

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Computed from loaded filings

Concentration

Top sponsor share of compensation84%The Valley Hospital
Top state share of plans100%NJ
Plan sponsors served3
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to The Concord Advisory Group. Bars show relative scale.

  1. 1
    NJ · 1 plan(s)
  2. 2
  3. 3
    NJ · 2 plan(s)
Geographic reach

State footprint

Where The Concord Advisory Group appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

  1. 1
    NJ4 plan(s)
Geographic reach

City footprint

Cities where plans reporting The Concord Advisory Group are sponsored, by plan count.

  1. 1
    Ridgewood, NJ3 plan(s)
  2. 2
    Princeton, NJ1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    The Valley Hospital, NJ · Direct $58.7K · 2023
  2. 2
    New Jersey Hospital Association, NJ · Direct $8.1K · 2023
  3. 3
    Valley Home Care, Inc., NJ · Direct $2.3K · 2023
  4. 4
    Valley Home Care, Inc., NJ · Direct $989 · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about The Concord Advisory Group?
Public Form 5500 Schedule C filings report compensation paid to The Concord Advisory Group as a plan service provider. Across loaded filings, total reported compensation is $70,036.
How many plans report The Concord Advisory Group as a service provider?
The Concord Advisory Group appears on 4 loaded plan(s) across 3 sponsor(s).

Related Form 5500 pages