Concentric Wealth Management LLC
Lafayette, CA, 94549
- Plans
- 1
- Total participants
- 28
- Filing years
- 2024, 2023, 2022, 2021, 2020
- NAICS
- 523900
Benefit plans on file
| Year | Form | Plan # | Plan name | Participants |
|---|---|---|---|---|
| 2024 | Form 5500-SF | 001 | Concentric Wealth Management LLC Retirement Trust | 6 |
| 2023 | Form 5500-SF | 001 | Concentric Wealth Management LLC Retirement Trust | 6 |
| 2022 | Form 5500-SF | 001 | Concentric Wealth Management LLC Retirement Trust | 6 |
| 2021 | Form 5500-SF | 001 | Concentric Wealth Management LLC Retirement Trust | 5 |
| 2020 | Form 5500-SF | 001 | Concentric Wealth Management LLC Retirement Trust | 5 |
Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.
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