How big is The Concierge Orthodontist LLC's plan?

The Concierge Orthodontist LLC's plan reported $816K in assets and 14 participants for 2024.

Original filing (PDF)20250926120239NAL0009379793001

The Concierge Orthodontist LLC

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

Form 5500-SF

FILING_RECEIVED

The Concierge Orthodontist LLC 401(k) Plan

401(k) retirement plan · The Concierge Orthodontist LLC's The Concierge Orthodontist LLC 401(k) Plan held $816K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$816K

Net assets (EOY)

$816K

Plan identifiers

The Concierge Orthodontist LLC's EIN is 82-2499493.

EIN 82-2499493

Plan number 001

Plan year 2024

ACK ID 20250926120239NAL0009379793001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Concierge Orthodontist LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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).

Plan sponsor

Name

THE CONCIERGE ORTHODONTIST LLC

EIN

all filings

Address

49 BRANCH AVENUE · RED BANK, NJ · 07701

Phone

(732) 741-2042

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator