How big is Concierge Plus, Inc.'s plan?

Concierge Plus, Inc.'s plan reported $144K in assets and 8 participants for 2024.

Original filing (PDF)20250721094305NAL0000486403001

Concierge Plus, Inc.

Name: Concierge Plus, Inc. — Concierge Plus, Inc. 401(k), Form 5500 (2024)
Creator: Concierge Plus, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Concierge Plus, Inc. 401(k) Plan

401(k) retirement plan · Concierge Plus, Inc.'s Concierge Plus, Inc. 401(k) Plan held $144K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$144K

Net assets (EOY)

$144K

People on this filing

Marcus Bowie signed Concierge Plus, Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Concierge Plus, Inc.'s EIN is 36-4902589.

EIN 36-4902589

Plan number 001

Plan year 2024

ACK ID 20250721094305NAL0000486403001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Concierge Plus, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 PLUS, INC.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score