Original filing (PDF)20251014115118NAL0001333907001

CONCIERGE TITLE OF TEXAS LLC

Name: CONCIERGE TITLE OF TEXAS LLC — CONCIERGE TITLE OF TEXAS LLC 401K, Form 5500 (2024)
Creator: CONCIERGE TITLE OF TEXAS LLC

Form 5500-SF

FILING_RECEIVED

CONCIERGE TITLE OF TEXAS LLC 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$884K

Net assets (EOY)

$884K

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 (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CONCIERGE TITLE OF TEXAS LLC

EIN

82-4539469

Address

402 N ANGEL LIGHT DR · SPICEWOOD, TX · 78669

Phone

(512) 806-0309

Industry