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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

CONCIERGE CONSULTING AND ACCOUNTING, PLLC 401(k) Plan

What public Form 5500 filings show about the CONCIERGE CONSULTING AND ACCOUNTING, PLLC 401(k) plan — and how to find and check your own account.

Plan assets
$409K
Participants
3
Plans on file
1

The CONCIERGE CONSULTING AND ACCOUNTING, PLLC 401(k) on its latest Form 5500

CONCIERGE CONSULTING AND ACCOUNTING, PLLC (EIN 82-5286629) reports CONCIERGE CONSULTING AND ACCOUNTING, PLLC 401(K) PLAN on its most recent Form 5500, with $409K in plan assets across 3 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 CONCIERGE CONSULTING AND ACCOUNTING, PLLC filing — schedules, fees, and providers.

Who runs the CONCIERGE CONSULTING AND ACCOUNTING, PLLC 401(k)?

CONCIERGE CONSULTING AND ACCOUNTING, PLLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask CONCIERGE CONSULTING AND ACCOUNTING, PLLCHR for the recordkeeper’s name and login.

How to check your CONCIERGE CONSULTING AND ACCOUNTING, PLLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask CONCIERGE CONSULTING AND ACCOUNTING, PLLC HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: CONCIERGE CONSULTING AND ACCOUNTING, PLLC — all Form 5500 filings (EIN 82-5286629) · Arizona employer EIN lookup · Form 5500 search
CONCIERGE CONSULTING AND ACCOUNTING, PLLC 401(k) Plan — Form 5500