Original filing (PDF)20250926120239NAL0009379793001

THE CONCIERGE ORTHODONTIST LLC

Name: THE CONCIERGE ORTHODONTIST LLC — THE CONCIERGE ORTHODONTIST LLC 401(K) PLAN, Form 5500 (2024)
Creator: THE CONCIERGE ORTHODONTIST LLC

Form 5500-SF

FILING_RECEIVED

THE CONCIERGE ORTHODONTIST LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$816K

Net assets (EOY)

$816K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Decision-maker contacts

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

Plan sponsor

Name

THE CONCIERGE ORTHODONTIST LLC

EIN

82-2499493

Address

49 BRANCH AVENUE · RED BANK, NJ · 07701

Phone

(732) 741-2042

Industry