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CONCIERGE MANAGEMENT SERVICES, INC. — CONCIERGE MANAGEMENT SERVICES, INC. 401(K) PSP, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250625075031NAL0018828834001
CONCIERGE MANAGEMENT SERVICES, INC.
Form 5500-SF
FILING_RECEIVED
CONCIERGE MANAGEMENT SERVICES, INC. 401(K) PSP
401(k) retirement plan
Active participants
3
Accounts w/ balance
2
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CONCIERGE MANAGEMENT SERVICES, INC.
.
Find decision makers
Plan sponsor
Name
CONCIERGE MANAGEMENT SERVICES, INC.
EIN
85-3680987
Address
528 PALISADES DRIVE #169 · PACIFIC PALISADES, CA · 90272
Phone
(310) 435-5631
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-25
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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VERDE EVENTS
VERDE EVENTS 401K PSP
80
Knocking points off
67% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$1.1M · 10 participants
BBA TECHNICAL SERVICES
BBA TECHNICAL SERVICES 401(K) PLAN
$1.1M · 3 participants
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