Concordia Wealth Management, LLC

Concord, MA

Massachusetts

Registered In

04/13/2012

Incorp. Date

Company Summary

Concordia Wealth Management, LLC at 37 Main ST STE 1, Concord, Ma 01742 lists Robert Rodriguez as the associate.

Robert Rodriguez Registered Agent	37 MAIN ST STE 1, CONCORD, MA 01742
Robert Rodriguez Manager
Robert Rodriguez REAL PROPERTY

37 MAIN ST STE 1, CONCORD, MA 01742 View Map

Form 5500

37 Main St., Suite 1, Concord, Ma 01742 (978) 371-7044 EIN:45-5085238 Plan Admin:Robert Rodriguez

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCONCORDIA WEALTH MANAGEMENT, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,350,203 / $1,627,797	2023	CONCORDIA WEALTH MANAGEMENT, LLC 401(K) RETIREMENT PLAN - Plan #001	3 / 3	$1,350,203 / $1,627,797
2022	Plan NameCONCORDIA WEALTH MANAGEMENT, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,369,246 / $1,350,203	2022	CONCORDIA WEALTH MANAGEMENT, LLC 401(K) RETIREMENT PLAN - Plan #001	3 / 3	$1,369,246 / $1,350,203
2021	Plan NameCONCORDIA WEALTH MANAGEMENT, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,084,944 / $1,369,246	2021	CONCORDIA WEALTH MANAGEMENT, LLC 401(K) RETIREMENT PLAN - Plan #001	3 / 3	$1,084,944 / $1,369,246
2020	Plan NameCONCORDIA WEALTH MANAGEMENT, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$853,434 / $1,084,944	2020	CONCORDIA WEALTH MANAGEMENT, LLC 401(K) RETIREMENT PLAN - Plan #001	3 / 3	$853,434 / $1,084,944
2019	Plan NameCONCORDIA WEALTH MANAGEMENT, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$614,418 / $853,434	2019	CONCORDIA WEALTH MANAGEMENT, LLC 401(K) RETIREMENT PLAN - Plan #001	3 / 3	$614,418 / $853,434

Benefit & Retirement Plans based on Form 5500.

Address Match:37 Main St Ste 1 Concord, MA

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Person/City Match:Robert Rodriguez - Concord, MA

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The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor

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