What public Form 5500 filings show about the Concerto Health AI Solutions, LL 401(k) plan — and how to find and check your own account.
Concerto Health AI Solutions, LL (EIN 84-4112846) reports CONCERTO HEALTH AI SOLUTIONS 401 (K) PLAN on its most recent Form 5500, with $74.8M in plan assets across 371 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Concerto Health AI Solutions, LL filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Concerto Health AI Solutions, LL 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ROCKEFELLER FINANCIAL, ADP BROKER-DEALER, MORGAN STANLEY SMITH BARNEY.
