How big is Concierge Benefit Services, L.LC.'s plan?

Concierge Benefit Services, L.LC.'s plan reported $1.4M in assets and 31 participants for 2024.

Original filing (PDF)20251014193518NAL0004808304001

Concierge Benefit Services, L.LC.

Name: Concierge Benefit Services, L.LC. — Concierge 401(k), Form 5500 (2024)
Creator: Concierge Benefit Services, L.LC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Concierge 401(k) Plan

401(k) retirement plan · Concierge Benefit Services, L.LC.'s Concierge 401(k) Plan held $1.4M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Concierge Benefit Services, L.LC.'s EIN is 38-3938875.

EIN 38-3938875

Plan number 001

Plan year 2024

ACK ID 20251014193518NAL0004808304001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Concierge Benefit Services, L.LC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Concierge Benefit Services, L.LC.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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