401(k) retirement plan · Concierge Tax Services, LLC's Concierge Tax Services 401(k) Profit Sharing Plan held $609K in plan assets for 4 participants in 2025.
Active participants
4
Accounts w/ balance
6
Plan assets (EOY)
$609K
Net assets (EOY)
$609K
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
92
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONCIERGE TAX SERVICES, LLC.
