How big is Concierge Consulting and Accounting, PLLC's plan?

Concierge Consulting and Accounting, PLLC's plan reported $409K in assets and 3 participants for 2024.

Original filing (PDF)20250703152355NAL0001762370002

Concierge Consulting and Accounting, PLLC

Name: Concierge Consulting and Accounting, PLLC — Form 5500 Plan 001 (2024)
Creator: Concierge Consulting and Accounting, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Concierge Consulting and Accounting, PLLC 401(k) Plan

401(k) retirement plan · Concierge Consulting and Accounting, PLLC's Concierge Consulting and Accounting, PLLC 401(k) Plan held $409K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$409K

Net assets (EOY)

$409K

Plan identifiers

Concierge Consulting and Accounting, PLLC's EIN is 82-5286629.

EIN 82-5286629

Plan number 001

Plan year 2024

ACK ID 20250703152355NAL0001762370002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Concierge Consulting and Accounting, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Concierge Consulting and Accounting, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONCIERGE CONSULTING AND ACCOUNTING, PLLC.

Finding similar companies…

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