Original filing (PDF)20241011213551NAL0040126528001

Utility Concierge LLC

Name: Utility Concierge LLC — Utility Concierge 401(k), Form 5500 (2023)
Creator: Utility Concierge LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Utility Concierge 401(k) Plan

401(k) retirement plan · Utility Concierge LLC's Utility Concierge 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Ben Martin signed Utility Concierge LLC's 2023 Form 5500 as plan administrator.

Ben Martin — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Utility Concierge LLC's EIN is 27-0426695.

EIN 27-0426695

Plan number 001

Plan year 2023

ACK ID 20241011213551NAL0040126528001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Utility Concierge LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Utility Concierge LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score