How big is Concierge Nurse Navigators, LLC's plan?

Concierge Nurse Navigators, LLC's plan reported $1.1M in assets and 33 participants for 2025.

Original filing (PDF)20260505120837NAL0001245584001

Concierge Nurse Navigators, LLC

Name: Concierge Nurse Navigators, LLC — Concierge Nurse, Form 5500 (2025)
Creator: Concierge Nurse Navigators, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Concierge Nurse Navigators, LLC, 401(k) Retirement Plan

401(k) retirement plan · Concierge Nurse Navigators, LLC's Concierge Nurse Navigators, LLC, 401(k) Retirement Plan held $1.1M in plan assets for 33 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Casey Billington signed Concierge Nurse Navigators, LLC's 2025 Form 5500 as plan administrator.

Casey Billington — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Concierge Nurse Navigators, LLC's EIN is 85-1793018.

EIN 85-1793018

Plan number 001

Plan year 2025

ACK ID 20260505120837NAL0001245584001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Concierge Nurse Navigators, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Concierge Nurse Navigators, LLC'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 NURSE NAVIGATORS, LLC.

Finding similar companies…

Plan health score

Above-average plan

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