How big is Concierge Choice Physicians, LLC's plan?

Concierge Choice Physicians, LLC's plan reported $2.0M in assets and 29 participants for 2024.

Original filing (PDF)20251009134409NAL0003617843001

Concierge Choice Physicians, LLC

Name: Concierge Choice Physicians, LLC — Concierge Choice, Form 5500 (2024)
Creator: Concierge Choice Physicians, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Concierge Choice Physicians, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Concierge Choice Physicians, LLC's Concierge Choice Physicians, LLC 401(k) Profit Sharing Plan held $2.0M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Concierge Choice Physicians, LLC's EIN is 20-2611303.

EIN 20-2611303

Plan number 001

Plan year 2024

ACK ID 20251009134409NAL0003617843001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Concierge Choice Physicians, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Concierge Choice Physicians, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONCIERGE CHOICE PHYSICIANS, LLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off