How big is Concierge Management Services, Inc.'s plan?

Concierge Management Services, Inc.'s plan reported $1.1M in assets and 3 participants for 2024.

Original filing (PDF)20250625075031NAL0018828834001

Concierge Management Services, Inc.

Name: Concierge Management Services, Inc. — Concierge, Form 5500 (2024)
Creator: Concierge Management Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Concierge Management Services, Inc. 401(k) PSP

401(k) retirement plan · Concierge Management Services, Inc.'s Concierge Management Services, Inc. 401(k) PSP held $1.1M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Concierge Management Services, Inc.'s EIN is 85-3680987.

EIN 85-3680987

Plan number 001

Plan year 2024

ACK ID 20250625075031NAL0018828834001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Concierge Management Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Concierge Management Services, Inc.'s plan includes profit-sharing, 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 MANAGEMENT SERVICES, INC..

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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

Knocking points off