How big is Fidelis Concierge Physicians' plan?

Fidelis Concierge Physicians' plan reported $567K in assets and 3 participants for 2022.

Original filing (PDF)20231013103740NAL0022486627001

Fidelis Concierge Physicians

Name: Fidelis Concierge Physicians — Fidelis Concierge, Form 5500 (2022)
Creator: Fidelis Concierge Physicians
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fidelis Concierge Physicians 401(k) Plan

401(k) retirement plan · Fidelis Concierge Physicians' Fidelis Concierge Physicians 401(k) Plan held $567K in plan assets for 3 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$567K

Net assets (EOY)

$567K

Plan identifiers

Fidelis Concierge Physicians' EIN is 47-2773869.

EIN 47-2773869

Plan number 001

Plan year 2022

ACK ID 20231013103740NAL0022486627001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Fidelis Concierge Physicians from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Fidelis Concierge Physicians' plan includes a 401(k) feature.

Decision-maker contacts

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

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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