Original filing (PDF)20250207220133NAL0014854001002

CONCERTO MANAGEMENT, INC.

Name: CONCERTO MANAGEMENT, INC. — CONCERTO MANAGEMENT 401(K) PLAN, Form 5500 (2024)
Creator: CONCERTO MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

CONCERTO MANAGEMENT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONCERTO MANAGEMENT, INC..

Plan sponsor

Name

CONCERTO MANAGEMENT, INC.

EIN

82-2685868

Address

121 ALHAMBRA PLZ · STE 1202 · CORAL GABLES, FL · 33134

Phone

(917) 456-6584

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Name

GUIDELINE, INC.

EIN

47-4474775

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-07-01

Filed

2025-02-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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