PAUL GRECO, M.D., CONCIERGE MEDICAL SERVICES, P.L. — PAUL GRECO, M.D., CONCIERGE MEDICAL SERVICES, P.L. RETIREMENT TRUST, Form 5500 (2024) | Form 5500 Search
PAUL GRECO, M.D., CONCIERGE MEDICAL SERVICES, P.L.
Form 5500-SF
FILING_RECEIVED
PAUL GRECO, M.D., CONCIERGE MEDICAL SERVICES, P.L. RETIREMENT TRUST
401(k) retirement plan
Active participants
10
Accounts w/ balance
8
Plan assets (EOY)
$687K
Net assets (EOY)
$687K
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
70
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PAUL GRECO, M.D., CONCIERGE MEDICAL SERVICES, P.L..
Plan sponsor
Name
PAUL GRECO, M.D., CONCIERGE MEDICAL SERVICES, P.L.
EIN
86-1544431
Address
1333 3RD AVE S STE 402 · NAPLES, FL · 34102
Phone
(561) 596-9517
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-07-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
