CONCENTRIC, LLC 401(K) PLAN

Plan Contact

  • Address: 1621 WEST CROSBY ROAD,,CARROLLTON,TX
  • Contact person: MARY MORRISON
  • Phone: (713) 471-8595

Plan General Information

CONCENTRIC, LLC 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of CONCENTRIC, LLC 401(K) PLAN is $26,151,074.00.This plan was established in 2023.

CONCENTRIC, LLC 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in CONCENTRIC, LLC 401(K) PLAN is 1210

CONCENTRIC, LLC 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for CONCENTRIC, LLC 401(K) PLAN is $21,612.00

CONCENTRIC, LLC 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for CONCENTRIC, LLC 401(K) PLAN is $1,016.00.

CONCENTRIC, LLC 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in CONCENTRIC, LLC 401(K) PLAN is approximately $237.00
Investing in this additonal $237.00 for 20 years would give you extra $15,221.00, assuming a 10% annual return.

CONCENTRIC, LLC 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, CONCENTRIC, LLC 401(K) PLAN allocates $287,790.00 to match its employees' contributions, providing an employer match rate of 46.79% of their contributions

CONCENTRIC, LLC 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of CONCENTRIC, LLC 401(K) PLAN is 0.00%.

Enrollment Features

CONCENTRIC, LLC 401(K) PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …