Concentric Advisors Inc.
Plan context: Concentric Advisors 401(K) Retirement Plan
EIN 81-3389131 • 3 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
295
2025 Assets
$20,049,032
2025 Contributions
$3,712,264
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 295 | $0 | $0 | - |
| Concentric Advisors Inc Employee Benefits Plan | - | 295 | - | - | - |
| 2024 | 2 | 264 | $20,049,032 | $3,712,264 | $14,062iApproximate average salary by contribution assumption: employee only about $351,540 at 4% or $234,360 at 6%; with 50% employer match about $234,360 at 4% or $156,240 at 6%; with 100% employer match about $175,770 at 4% or $117,180 at 6%. |
| Concentric Advisors 401(K) Retirement Plan | - | 264 | $20,049,032 | $3,712,264 | $14,062iApproximate average salary by contribution assumption: employee only about $351,540 at 4% or $234,360 at 6%; with 50% employer match about $234,360 at 4% or $156,240 at 6%; with 100% employer match about $175,770 at 4% or $117,180 at 6%. |
| Concentric Advisors Inc Employee Benefits Plan | - | 246 | - | - | - |