How big is University Concierge Medicine, LLC's plan?

University Concierge Medicine, LLC's plan reported $980K in assets and 6 participants for 2025.

Original filing (PDF)20260505142512NAL0001172033001

University Concierge Medicine, LLC

Name: University Concierge Medicine, LLC — University, Form 5500 (2025)
Creator: University Concierge Medicine, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

University Concierge Medicine, LLC 401(k) Plan

401(k) retirement plan · University Concierge Medicine, LLC's University Concierge Medicine, LLC 401(k) Plan held $980K in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$980K

Net assets (EOY)

$980K

People on this filing

Jennifer Capodilupo signed University Concierge Medicine, LLC's 2025 Form 5500 as plan administrator.

Jennifer Capodilupo — 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

University Concierge Medicine, LLC's EIN is 81-4940322.

EIN 81-4940322

Plan number 001

Plan year 2025

ACK ID 20260505142512NAL0001172033001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for University Concierge Medicine, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

University Concierge Medicine, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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