· 2022–2024 · DOL EFAST2

Benefits Concierge Group LLC — Benefits Concierge, Form 5500 (2025)

Original filing (PDF)20260717132555NAL0008700978001

Benefits Concierge Group LLC

Form 5500-SF

FILING_RECEIVED

Benefits Concierge Group LLC - 401(k)

401(k) retirement plan · Benefits Concierge Group LLC's Benefits Concierge Group LLC - 401(k) held $110K in plan assets for 5 participants in 2025.

Active participants

5

Accounts w/ balance

5

Plan assets (EOY)

$110K

Net assets (EOY)

$110K

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

71

Vendor & structure

100

Helping the score

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

Decision-maker contacts

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

Plan sponsor

Name

BENEFITS CONCIERGE GROUP LLC

EIN

81-2837751all filings

Address

98 S FRANKLIN AVE UNIT 33 · VALLEY STREAM, NY · 11580

Phone

(929) 281-5590

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

All Pro Plumbing Heating & Air C

All Pro Plumbing Heating & Air COND 401(k) Plan

$110K · 24 participants

Ideal Plumbing Solutions Inc.

Ideal Plumbing Solutions Inc.

$110K · 4 participants

Daisy KWAK-Lee a Professional de

Daisy KWAK-Lee, a Professional Dental Corp. 401(k) Plan

$110K · 9 participants

Dr J Pharmacy Inc.

Dr J Pharmacy Inc. 401(k) Profit Sharing Plan & Trust

$110K · 7 participants

Pablo New York Agency

Pablo New York Agency 401(k) Plan

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.