How big is Concierge Facility Services' plan?

Concierge Facility Services' plan reported $1.5M in assets and 43 participants for 2024.

Original filing (PDF)20250930172120NAL0005612419001

Concierge Facility Services

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

Form 5500-SF

FILING_RECEIVED

Concierge Facility Services Inc.

401(k) retirement plan · Concierge Facility Services' Concierge Facility Services Inc. held $1.5M in plan assets for 43 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Caterina Freeland signed Concierge Facility Services' 2024 Form 5500 as plan administrator.

Caterina Freeland — 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 Facility Services' EIN is 46-4685071.

EIN 46-4685071

Plan number 001

Plan year 2024

ACK ID 20250930172120NAL0005612419001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Concierge Facility Services' 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 FACILITY SERVICES.

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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