How big is Concierge Care's plan?

Concierge Care's plan reported $1.3M in assets and 99 participants for 2024.

Original filing (PDF)20250708103912NAL0002596499002

Concierge Care

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

Form 5500-SF

FILING_RECEIVED

Concierge Care 401(k) Plan

401(k) retirement plan · Concierge Care's Concierge Care 401(k) Plan held $1.3M in plan assets for 99 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Deborah MALM signed Concierge Care's 2024 Form 5500 as plan administrator.

Deborah MALM — 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 Care's EIN is 38-3896565.

EIN 38-3896565

Plan number 001

Plan year 2024

ACK ID 20250708103912NAL0002596499002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Concierge Care'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 CARE.

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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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CONCIERGE CARE

EIN

all filings

Address

6817 SOUTHPOINT PARKWAY, SUITE 1004 · JACKSONVILLE, FL · 32216

Phone

(904) 861-0196

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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