What public Form 5500 filings show about the The Concierge Orthodontist LLC 401(k) plan — and how to find and check your own account.
The Concierge Orthodontist LLC (EIN 82-2499493) reports THE CONCIERGE ORTHODONTIST LLC 401(K) PLAN on its most recent Form 5500, with $816K in plan assets across 14 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 The Concierge Orthodontist LLC filing — schedules, fees, and providers.
The Concierge Orthodontist LLC’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 The Concierge Orthodontist LLCHR for the recordkeeper’s name and login.
